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John Joseph Keolker

Fiduciary Counselling Inc

Tacoma, WA

St Paul, MN

CRD 4803570

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Employer firm

Fiduciary Counselling Inc CRD 104753

$10.1B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Fiduciary Counselling Inc

30 East 7Th Street, Suite 2000, St Paul, MN 55101-4930 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-24
WA RA APPROVED 2018-04-17
  • TX RA
    APPROVED
    Since 2026-04-24
  • WA RA
    APPROVED
    Since 2018-04-17

Branch Locations

1145 Broadway Plaza Suite 1500, Tacoma, WA 98402 • United States

30 East 7Th Street, Suite 2000, St Paul, MN 55101-4930 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fiduciary Counselling, Inc. Tacoma WA 12/2010 Present
Previous Registrations
  • 2008-02-12 → 2017-12-31
    Threshold Group, Llc
    Gig Harbor, WA
  • 2004-06-03 → 2008-02-05
    Lnw
    Seattle, WA
Designations
  • Certified Financial Planner
Other Names
  • John Joseph Keolker

View on SEC IAPD

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