Weikart Advisory Services
34yrs
Top advisor by experience in Camas
3yrs
Eric Qualheim
Financial advisor at Fisher Investments
Eric Qualheim is a fiduciary financial advisor in Camas, Washington, with 3 years in the industry. Eric joined Fisher Investments in 2023, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets and performance-based fees.
One of 314 advisors with offices in Camas, and one of 307 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office5733 NW Fisher Creek Dr, Camas, WA 98607
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$1.66 million
Advisors at the firm2,988
States licensed ?1 state
Services through Fisher Investments
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2023 – nowFisher InvestmentsCurrent firm
Contact Eric
(800) 851-8845Firm headquarters in Plano, TX. Ask for Eric. 5733 NW Fisher Creek DrCamas, WA 98607Office · Get directions
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Fisher Investments at (800) 851-8845 and ask for Eric Qualheim. Eric works from the Camas, WA office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Eric hold?
Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Fisher Investments reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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