Unclaimed Profile

Keegan Jay Denn

FIDELIS IM, LLC·MEDFORD, Oregon

Clean recordFIDELIS IM, LLC

2950 E. BARNETT ROAD, MEDFORD, OR 97504CRD# 5783555Firm CRD# 162985

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Keegan Jay Denn · MEDFORD, OR

Registration

CRD #5783555 · FIDELIS IM, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Keegan Jay Denn is a registered financial advisor based in MEDFORD, Oregon, affiliated with FIDELIS IM, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

FIDELIS IM, LLC

FIDELIS IM

AUM

$269M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FIDELIS IM, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5783555

Firm CRD# 162985

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Keegan Jay Denn offer?

Keegan Jay Denn specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MEDFORD, Oregon for a consultation.

What are Keegan Jay Denn's credentials?

Keegan Jay Denn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Keegan Jay Denn located?

Keegan Jay Denn is based in MEDFORD, Oregon, working with FIDELIS IM, LLC. Their office serves clients in the MEDFORD metropolitan area and surrounding communities.

How does Keegan Jay Denn charge for services?

Keegan Jay Denn's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIDELIS IM, LLC?

FIDELIS IM, LLC has approximately 3 employees and manages $269M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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