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Director - Estate, Trust & Legal · Fiduciary Counselling Inc

Joel A. Sommers

CRD 4559347 · Named on Form ADV at one SEC-registered adviser

At a glance

Fiduciary Counselling Inc, an SEC-registered wealth manager based in St Paul, MN with $10.1 billion in regulatory assets, lists Joel A. Sommers on its Form ADV as Director - Estate, Trust & Legal, a control person.

Firms and roles

AtlasMembers

Joel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (8)

3 more people named with Joel on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.