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Inactive

Jaclyn Steiger Roof

Fiduciary Counselling Inc

St Paul, MN

Tacoma, WA

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Current Employers
Fiduciary Counselling Inc

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2022-07-15
  • WA RA
    APPROVED
    Since 2022-07-15

Branch Locations

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

1145 Broadway Plaza Suite 1500, Tacoma, WA 98402 • 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
Laird Norton Tyee Asset Strategies, Llc Seattle WA 03/2020 06/2022
Laird Norton Tyee Asset Strategies, Llc Seattle WA 12/2018 03/2020
Fisher Investments Vancouver WA 05/2018 12/2018
Skyhawks Lake Oswego OR 09/2017 04/2018
Fisher Investments Vancouver WA 08/2016 05/2018
Fiduciary Counselling Inc. Tacoma WA 06/2022 07/2023
Fiduciary Counselling Inc. Tacoma WA 07/2023 Present
  • 03/2020 → 06/2022
    Laird Norton Tyee Asset Strategies, Llc
    Seattle, WA
  • 12/2018 → 03/2020
    Laird Norton Tyee Asset Strategies, Llc
    Seattle, WA
  • 05/2018 → 12/2018
    Fisher Investments
    Vancouver, WA
  • 09/2017 → 04/2018
    Skyhawks
    Lake Oswego, OR
  • 08/2016 → 05/2018
    Fisher Investments
    Vancouver, WA
  • 06/2022 → 07/2023
    Fiduciary Counselling Inc.
    Tacoma, WA
  • 07/2023 → Present
    Fiduciary Counselling Inc.
    Tacoma, WA
Previous Registrations
  • 2020-08-03 → 2022-06-06
    Lnw
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-03
  • S65 Uniform Investment Adviser Law Examination
    2020-08-03
Designations
Other Names
  • Jackie Brianne Steiger
  • Jaclyn Brianne Steiger

View on SEC IAPD

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Other Investors

HEATHER FITCH RADCLIFF
CHRISTOPHER J SCHWARTZ
JAMES P. SHAFER
MICHAEL BRIAN BLOCK
Kathryn Marie Viste
Creighton Silvain
Thomas Running
DOUGLAS JAMES BRUCE

Other Offices

UBS FINANCIAL SERVICES INC. · ST PAUL, MN
CLEARWATER MANAGEMENT CO., INC. · ST PAUL, MN
MAIRS & POWER · ST. PAUL, MN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAINT PAUL, MN
HILLTOP SECURITIES INC. · St. Paul, MN
WELLS FARGO CLEARING SERVICES, LLC · SAINT PAUL, MN
CAPTRUST · ST. PAUL, MN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SAINT PAUL, MN

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