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Michael Ray West

Advisor at Fisher Investments — Brandenburg, KY

Updated today

Credentials

ChFC®, Series 63

Experience

12 years

Location

Brandenburg, KY

Fisher Investments logo

Fisher Investments

Institution

Total advisors

2,993

Across 247 offices

Clients per advisor

67 Very Low

Avg AUM per client

$1,664,526 Very High

HNW client ratio

63% Very High

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

See office

Brandenburg, KY

Brandenburg KY

Advisors at this office

1

Most active in

Kentucky · Texas

Work history

12 years of industry experience

Fisher Investments

2024 - Present • 2 years

Plano, TX

CX Institutional, LLC

2022 - 2023 • 1 year

Louisville, KY

Nationwide Investment Services Corporation

2019 - 2022 • 3 years

Louisville, KY

Jefferson National Financial Corp.

2013 - 2022 • 9 years

Louisville, KY

Jefferson National Securities Corporation

2013 - 2022 • 9 years

Louisville, KY

Disclosures

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

Business activities & affiliations

user avatar

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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Charles Y

Series 65, Series 63

Radcliff, KY

First Command Advisory Services

Charles York Jr. is a financial advisor with First Command Advisory Services. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to his advisory career, he served in the United States Army for eight years. He is also the owner of C.L. York and Sons Home Solutions LLC, through which he provides financial advisory services. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

David S

Series 66

Radcliff, KY

First Command Advisory Services

David Strauss is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has five years of industry experience, including service in the U.S. Army from 2016 to 2022. Outside of his advisory role, he is the Chief Executive Officer of Bourbon Trail Financial Management, LLC, a financial services company connected to his primary firm. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs managed by an internal Investment Management Team and Wealth Portfolio Managers, utilizing a centralized and discretionary management approach.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

Andrew A

Series 65, Series 63

Radcliff, KY

First Command Advisory Services

Andrew Anastasia is a financial advisor at First Command Advisory Services with one year of industry experience. Prior to his current role, he served 25 years in the U.S. Army. He holds Series 65 and Series 63 credentials. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

Jessica B

Series 63, Series 65

Radcliff, KY

First Command Advisory Services

Jessica Blaisdell is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has served in the U.S. Army for eight years and has been with First Command in various capacities since 2013. Blaisdell is also Treasurer of the Fort Knox Spouses and Community Club, where she manages books and records for community scholarships and grants. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and monitor portfolios from a prescreened list of managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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