John
Keolker
Fiduciary Counselling Inc
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About this Advisor
John Keolker is a financial advisor based in Tacoma, Washington, working with Fiduciary Counselling Inc. John has previously held a position at Fiduciary Counselling, Inc and is registered to provide services in Washington. Currently, John is part of Fiduciary Counselling Inc, which operates out of Tacoma, Washington. The firm has 1 office and 88 employees. The firm manages assets totaling $9.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Fiduciary Counselling Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fiduciary Counselling Inc Brokerage Details
$9,488,550,771
88
1,691
$5,611,207
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
John Keolker Work History
Fiduciary Counselling, Inc
Disclosures
Please visit the SEC profile of John Keolker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fiduciary Counselling Inc
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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