Fiduciary Counselling Inc

Fiduciary Counselling Inc, legally known as FIDUCIARY COUNSELLING INC, is a Minnesota Corporation with 74 employees, including 15 in advisory roles. Though the number of clients served is unknown, their SEC status is approved with a registration date of December 7, 1966.

• ANN BARRY BURNS

  DIRECTOR owns less than 5%

• ELIZABETH ANN GREINER-QUIETT

  CHIEF CLIENT SERVICES AND OPERATIONS OFFICER owns less than 5%

• JAMES GUY CASTELLANO

  DIRECTOR owns less than 5%

• KAREN MINDA GRABOW

  DIRECTOR owns less than 5%

• MARY JULIE MCKINLEY

  PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR owns 75% or more

• NANCY CHAPMAN ORR

  CHIEF INVESTMENT OFFICER owns more than 10% but less than 25%

• SHARI LYNN CLIFFORD

  CHIEF FINANCIAL OFFICER owns less than 5%

• STEPHEN GERARD SIMON

  CHIEF COMPLIANCE OFFICER owns less than 5%

• STEVEN BARRY WEINSTEIN

  DIRECTOR owns less than 5%

• Securian Asset Management Inc
• Capital Formation Strategies Inc
• Transamerica Retirement Advisors LLC
• Clearwater Management Co Inc
• Standard Valuations Inc
• Heritage Capital Advisors LLC
• Securian Financial Services Inc

• Fiduciary Counselling Inc Q4 2022 vs. Q1 2023 13F Holdings Comparison

• BERKSHIRE HATHAWAY $7,640k
• Weyerhaeuser Co $6,934k
• ISHARES TR RUS 1000 ETF $5,674k
• POTLATCHDELTIC CORP $3,410k
• SPDR SERIES TRUST $220k