Fiduciary Counselling Inc.

Fiduciary Counselling Inc. (CRD# 104753) is a financial advisory firm headquartered in St Paul, MN. They manage $7,660,462,858 in 1,549 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,660
    MILLION
  • Total Number of Accounts
    1,549
    ACCOUNTS
  • Average Account Value
    $4,945,425
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, FL, IL, MA, MD, MI, MN, MT, NC, NH, NY, OR, PA, TX, WA

Financial Advisors at Fiduciary Counselling Inc.
Showing 1 - 10 of 18 top financial advisors.
1
Meaghan E. Brassey
CRD#: 6932387
1145 Broadway Plaza, Suite 1500, Tacoma, WA 98402

Meaghan Brassey (CRD# 6932387) is an Investment Advisor Representative working at Fiduciary Counselling Inc. in Tacoma, WA and has 1 year of experience in the finance industry. Meaghan Brassey 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.

2
Michele D. Bria
CRD#: 6288145
2000 Wells Fargo Place, 30 East 7th Street, St Paul, MN 55101

Michele Bria (CRD# 6288145) is an Investment Advisor Representative working at Fiduciary Counselling Inc. in St 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.

3
Nayana Jha
CRD#: 3080119
2000 Wells Fargo Place, 30 East 7th Street, St Paul, MN 55101

Nayana Jha (CRD# 3080119) is an Investment Advisor Representative working at Fiduciary Counselling Inc. in St Paul, MN and has over 17 years of experience in the finance industry.

4
John J. Keolker
CRD#: 4803570
1145 Broadway Plaza, Suite 1500, Tacoma, WA 98402

John Keolker (CRD# 4803570) is an Investment Advisor Representative working at Fiduciary Counselling Inc. in Tacoma, WA and has 1 year of experience in the finance industry. John Keolker 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.

5
Jason M. Kirchhoff
CRD#: 2815417
2000 Wells Fargo Place, 30 East 7th Street, St Paul, MN 55101

Jason Kirchhoff (CRD# 2815417) is an Investment Advisor Representative working at Fiduciary Counselling Inc. in St Paul, MN and has over 23 years of experience in the finance industry. Jason Kirchhoff 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.

6
Andrew E. Lang
CRD#: 4714507
2000 Wells Fargo Place, 30 East 7th Street, St Paul, MN 55101

Andrew Lang (CRD# 4714507) is an Investment Advisor Representative working at Fiduciary Counselling Inc. in St Paul, MN and has over 17 years of experience in the finance industry.

7
Cheryl M. McNary
CRD#: 6288210
2000 Wells Fargo Place, 30 East 7th Street, St Paul, MN 55101

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

8
Luke J. Murray
CRD#: 6288143
2000 Wells Fargo Place, 30 East 7th Street, St Paul, MN 55101

Luke Murray (CRD# 6288143) is an Investment Advisor Representative working at Fiduciary Counselling Inc. in St Paul, MN and has 1 year of experience in the finance industry. Luke Murray 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
Christian A. Nielsen
CRD#: 4877199
2000 Wells Fargo Place, 30 East 7th Street, St Paul, MN 55101

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

10
John H. Oberg
CRD#: 6288136
2000 Wells Fargo Place, 30 East 7th Street, St Paul, MN 55101

John Oberg (CRD# 6288136) is an Investment Advisor Representative working at Fiduciary Counselling Inc. in St 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.

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