Fiduciary Counselling Inc.

Fiduciary Counselling Inc. (CRD# 104753) is a financial advisory firm headquartered in Saint Paul, MN. They manage $4,603,778,032 in 1,361 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,604
    MILLION
  • Total Number of Accounts
    1,361
    ACCOUNTS
  • Average Account Value
    $3,382,644
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MA, MN, MT, NY, WA

Financial Advisors at Fiduciary Counselling Inc.
Showing 1 - 10 of 11 top financial advisors.
1
Jason M. Kirchhoff
CRD#: 2815417
2000 Wells Fargo Place, 30 East 7th Street, Saint Paul, MN 55101
96
Wealthminder
score

Jason Kirchhoff (CRD# 2815417) is an Investment Advisor Representative working at Fiduciary Counselling Inc. in Saint Paul, MN and has over 20 years of experience in the finance industry.

2
Andrew E. Lang
CRD#: 4714507
2000 Wells Fargo Place, 30 East 7th Street, Saint Paul, MN 55101
96
Wealthminder
score

Andrew Lang (CRD# 4714507) is an Investment Advisor Representative working at Fiduciary Counselling Inc. in Saint Paul, MN and has over 14 years of experience in the finance industry.

3
Michele D. Bria
CRD#: 6288145
2000 Wells Fargo Place, 30 East 7th Street, Saint Paul, MN 55101
90
Wealthminder
score

Michele Bria (CRD# 6288145) is an Investment Advisor Representative working at Fiduciary Counselling Inc. in Saint Paul, MN and has 1 year of experience in the finance industry. Michele Bria has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Eric R. Lind
CRD#: 5274516
2000 Wells Fargo Place, 30 East 7th Street, Saint Paul, MN 55101
90
Wealthminder
score

Eric Lind (CRD# 5274516) is an Investment Advisor Representative working at Fiduciary Counselling Inc. in Saint Paul, MN and has 1 year of experience in the finance industry.

5
Christian A. Nielsen
CRD#: 4877199
2000 Wells Fargo Place, 30 East 7th Street, Saint Paul, MN 55101
90
Wealthminder
score

Christian Nielsen (CRD# 4877199) is an Investment Advisor Representative working at Fiduciary Counselling Inc. in Saint Paul, MN and has 1 year of experience in the finance industry.

6
John H. Oberg
CRD#: 6288136
2000 Wells Fargo Place, 30 East 7th Street, Saint Paul, MN 55101
90
Wealthminder
score

John Oberg (CRD# 6288136) is an Investment Advisor Representative working at Fiduciary Counselling Inc. in Saint Paul, MN and has 1 year of experience in the finance industry. John Oberg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
James P. Tatera
CRD#: 4367011
2000 Wells Fargo Place, 30 East 7th Street, Saint Paul, MN 55101
90
Wealthminder
score

James Tatera (CRD# 4367011) is an Investment Advisor Representative working at Fiduciary Counselling Inc. in Saint Paul, MN and has 1 year of experience in the finance industry.

8
Jeffrey R. Tolzin
CRD#: 6288125
2000 Wells Fargo Place, 30 East 7th Street, Saint Paul, MN 55101
90
Wealthminder
score

Jeffrey Tolzin (CRD# 6288125) is an Investment Advisor Representative working at Fiduciary Counselling Inc. in Saint Paul, MN and has 1 year of experience in the finance industry. Jeffrey Tolzin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Elizabeth B. Van Hoever
CRD#: 6288140
2000 Wells Fargo Place, 30 East 7th Street, Saint Paul, MN 55101
90
Wealthminder
score

Elizabeth Van Hoever (CRD# 6288140) is an Investment Advisor Representative working at Fiduciary Counselling Inc. in Saint Paul, MN and has 1 year of experience in the finance industry. Elizabeth Van Hoever has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Cheryl M. McNary
CRD#: 6288210
2000 Wells Fargo Place, 30 East 7th Street, Saint Paul, MN 55101
87
Wealthminder
score

Cheryl McNary (CRD# 6288210) is an Investment Advisor Representative working at Fiduciary Counselling Inc. in Saint Paul, MN and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.