Rebecca Fetterman, financial advisor Shelburne VT

Rebecca Fetterman

CRD Number: 6674193
Current Firm: M.kraus & Company

Rebecca Fetterman (CRD# 6674193) is an Investment Advisor Representative working at M.kraus & Company in Shelburne, VT and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
M.kraus & Company Shelburne, VT Mar 2021 - Current < 1
Copper Leaf Financial, LLC Williston, VT Dec 2018 - Feb 2021 2
Copper Leaf Financial Williston, VT May 2016 - Dec 2018 2
Lansing Trade Group Williston, VT Sep 2011 - May 2016 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2018
Contact Info for Rebecca W. Fetterman
Phone Number: 802-985-2620
Firm Website: http://www.mkrausco.com
Registered State(s):
  • TX
  • VT
By the Numbers
  • Total Assets Under Management
    399
    MILLIONS
  • Total Number of Accounts
    402
    ACCOUNTS
  • Average Account Value
    $993,631
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, CT, FL, MA, NH, NJ, NY, TX, VT

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