Liddy Marie Achter

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2012 → 05/2020
  Bmo Harris Financial Advisors, Inc.
  Eau Claire, WI
• 05/2020 → Present
  Fiduciary Counselling, Inc.
  St Paul, MN

Previous Registrations

• 2005-02-17 → 2007-04-17
  Wells Fargo Investments, Llc
  Eau Claire, WI
  Eau Claire, WI
  Eau Claire, WI

Exams

• S66 Uniform Combined State Law Examination
  2020-10-27

Other Names

• Liddy Marie Wetsch