About this Advisor
Keith Fichtner is a financial advisor working out of Missoula, Montana, who has been in the financial industry for 12 years. Fichtner is currently employed by Edward Jones. Throughout their career, Fichtner has worked at Edward Jones and Alps P&C Insurance. Fichtner holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Montana and Texas. Edward Jones is a firm based out of Missoula, Montana. The investment advisory business has offices in 14,439 locations and a total of 25,919 advisors. It administers $423 billion in assets across its 3,336,586 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 1,064 charitable organizations. Of its 3,336,586 customer accounts, just 10% are associated with high-net-worth individuals who have at least $1 million in investable assets. The business has a broad array of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely vary depending on which services the firm provides the client. However, fees charged by Edward Jones most likely consist of asset-based and other fees.
Certifications and Registrations
Years of Experience
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Edward Jones Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Keith Fichtner Work History
Keith has 12 years of experience.
Alps P&C Insurance
Keith Fichtner has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones