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Michael West

Advisor at Fisher Investments

Updated today

Location

Brandenburg, KY

Credentials

ChFC®, Series 63

Industry experience

12 years

About

Michael West is a financial advisor at Fisher Investments with 12 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Fisher Investments in 2024, he worked at CX Institutional, Nationwide Investment Services Corporation, and Jefferson National Financial Corp. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research and offers a range of services including sub-advisory and retirement plan management.

Client services

Based on Fisher Investments

Financial planning Portfolio management Portfolio assessment

Expertise

Based on Fisher Investments

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management

Occupation focus

Based on Fisher Investments

Founder/Business Owner Executive

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Fee options

Percentage

$0 - $1,000,000: 1.50% $0 - $1,000,000: 1.50% $0 - $900,000: 1.50% $0 - $900,000: 1.50% $0 - $900,000: 1.50% $0 - $900,000: 1.50% $0 - $1,000,000: 1.50% $0 - $1,000,000: 1.50% $0 - $1,000,000: 1.50% $0 - $1,000,000: 1.50% $0 - $1,000,000: 1.50% $0 - $1,000,000: 1.50% $0 - $1,000,000: 1.50% $0 - $1,000,000: 1.50% $0 - $1,000,000: 1.50%

Performance-based

May charge performance-based fees for certain institutional clients with specific requests

Other

Account minimum: $1,000,000

Location

Brandenburg, KY

Most active in

Kentucky · Texas

Work history

Fisher Investments

2024 - Present (2 years)

CX Institutional, LLC

2022 - 2023 (1 year)

Nationwide Investment Services Corporation

2019 - 2022 (3 years)

Jefferson National Financial Corp.

2013 - 2022 (9 years)

Jefferson National Securities Corporation

2013 - 2022 (9 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Paul C

Series 63, Series 65

Brandenburg, KY

Corley Capital LLC

Paul Corley is the sole advisor at Corley Capital LLC, an independent advisory firm based in Brandenburg, Kentucky. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior work includes roles at XML Financial, LLC, and Lara, May & Associates, LLC. Corley Capital LLC provides comprehensive financial planning and discretionary investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios with investment policy statements and employs a mix of fundamental, technical, and cyclical analysis, utilizing a broad range of investment vehicles and strategies.

College savings (529s, UTMA, etc.) General retirement planning Tax-loss harvesting

Ryan S

CFP®

Brandenburg, KY

Pivot Point Wealth Planning

My name is Ryan Stith, and I am a CERTIFIED FINANCIAL PLANNER™. I am also the founder of Pivot Point Wealth. I founded Pivot Point Wealth to help families, like my own, develop a better understanding of their financial lives in a way that provides clarity, simplicity, and purpose in their decision-making. I believe this is best achieved when our decisions around money and life match our values. We are all on a financial journey guided by the actions and decisions we make along the way. As a financial planner, I feel it is my job to serve as a guide, whether that means helping you discover what values are truly important to you or simply acting as a signpost to point you in the right direction when you come to a crossroads. On a more personal note...I’m a ginger by birth, planner by nature, and teacher’s husband by choice. I was born and raised in the small town of Brandenburg, KY where I live with my wife (DeAnna), our two kids (Madeline & Henry), and our dog, Penny. I'm a huge University of Kentucky basketball and football fan (Go Big Blue!), as well as loyal English Premier League football follower. In my spare time, you’ll find me outside running, in the garage tinkering and finding any excuse to use power tools, or on a patio enjoying time with friends and family.

General retirement planning Educators, Teachers, and Academics Parents
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Jesse S

Series 63, Series 65

Radcliff, KY

First Command Advisory Services

Jesse Sodam is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 licenses. He has been with First Command Brokerage Services Inc. since 2025 and has served in the United States Army since 2003. First Command Advisory Services is an SEC-registered investment adviser serving individual and corporate clients nationwide, managing approximately $24.3 billion in discretionary assets. The firm offers financial planning, portfolio management, and wrap-fee advisory programs with a focus on disciplined, long-term strategies and integrates brokerage, insurance, and banking services through affiliated firms.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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Charles Y

Series 63, Series 65

Radcliff, KY

First Command Advisory Services

Charles York Jr. is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and one year of industry experience. He has a military background, serving in the United States Army since 2013. Outside of his advisory role, he owns C.L. York and Sons Home Solutions LLC, which provides financial advisory services under the First Command name. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers structured 12-month Tailored Professional Services engagements along with discretionary asset management using model portfolios.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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David S

Series 66

Radcliff, KY

First Command Advisory Services

David Strauss is a financial advisor at First Command Advisory Services with four years of industry experience. He holds a Series 66 designation and previously served in the US Army from 2016 to 2022. In addition to his advisory role, Strauss is the Chief Executive Officer of Bourbon Trail Financial Management, LLC, a financial services firm associated with First Command. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charitable organizations through a multi-service platform that integrates financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm offers structured, advisor-led planning engagements and discretionary portfolio management through its in-house Investment Management Team.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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Andrew A

Series 63, Series 65

Radcliff, KY

First Command Advisory Services

Andrew Anastasia is a financial advisor with First Command Advisory Services in Radcliff, KY. He holds Series 63 and Series 65 licenses and has a 25-year career in the US Army prior to joining First Command in 2024. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charitable organizations through a multi-service platform that integrates financial planning, discretionary asset management, brokerage, and insurance and banking products. The firm offers structured, advisor-led financial coaching and manages discretionary portfolios using an in-house investment team.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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