Fiduciary Counselling Inc.

Fiduciary Counselling Inc. (CRD# 104753) is a financial advisory firm headquartered in Saint Paul, MN. They manage $9,488,550,771 in 1,691 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9,489
    MILLION
  • Total Number of Accounts
    1,691
    ACCOUNTS
  • Average Account Value
    $5,611,207
Compensation Options
  • A percentage of assets under your management
  • 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
The map below shows states where this firm has explicit registration only.

CA, FL, IL, MA, MD, MN, MT, NC, NH, NV, NY, OR, PA, SC, TX, WA

Financial Advisors at Fiduciary Counselling Inc.
Showing 1 - 10 of 17 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.

2
Michele D. Bria
CRD#: 6288145
30 East 7th Street, Suite 2000, Saint Paul, MN 55101

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.

3
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.

4
Andrew E. Lang
CRD#: 4714507
30 East 7th Street, Suite 2000, Saint Paul, MN 55101

Andrew Lang (CRD# 4714507) 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.

5
Cheryl M. McNary
CRD#: 6288210
30 East 7th Street, Suite 2000, Saint Paul, MN 55101

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.

6
Christian A. Nielsen
CRD#: 4877199
30 East 7th Street, Suite 2000, Saint Paul, MN 55101

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.

7
John H. Oberg
CRD#: 6288136
30 East 7th Street, Suite 2000, Saint Paul, MN 55101

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.

8
Becky L. Prins
CRD#: 6933143
1145 Broadway Plaza, Suite 1500, Tacoma, WA 98402

Becky Prins (CRD# 6933143) is an Investment Advisor Representative working at Fiduciary Counselling Inc. in Tacoma, WA and has 1 year of experience in the finance industry.

9
Karen P. Rau
CRD#: 2645942
30 East 7th Street, Suite 2000, Saint Paul, MN 55101

Karen Rau (CRD# 2645942) is an Investment Advisor Representative working at Fiduciary Counselling Inc. in Saint Paul, MN and has over 28 years of experience in the finance industry.

10
Adam J. Tlusty
CRD#: 5289637
30 East 7th Street, Suite 2000, Saint Paul, MN 55101

Adam Tlusty (CRD# 5289637) is an Investment Advisor Representative working at Fiduciary Counselling Inc. in Saint Paul, MN and has over 17 years of experience in the finance industry.

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