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Keith Fenstad Location
Houston, TX, US
Keith Fenstad Work
Partner, Chief Compliance Officer, Director of Financial Planning @ (March 2002 - Present)
Financial Advisor @ (April 2000 - March 2002)
Associate Financial Consultant @ (March 1997 - April 2000)
Marketing Analyst @ (April 1995 - March 1997)
Advisor @ (January 1993 - January 1995)
Keith Fenstad Education
University of Houston
Certificate (Personal Financial Planning)
1998-1999
Sam Houston State University
BBA (Finance)
1989-1993
Keith Fenstad Skills
Analysis
Wealth Management
Marketing
Research
Financial Planning
Finance
Planning
Investment Management
Keith Fenstad Summary
Keith Fenstad, based in Houston, TX, US, is currently a Partner, Chief Compliance Officer, Director of Financial Planning at Tanglewood Total Wealth Management. Keith Fenstad brings experience from previous roles at Morgan Stanley, Mercer Advisors, VALIC and American Express Financial Advisors. Keith Fenstad holds a 1998 - 1999 Certificate in Personal Financial Planning @ University of Houston. With a robust skill set that includes Analysis, Wealth Management, Marketing, Research, Financial Planning and more. Keith Fenstad has 2 emails and 2 mobile phone numbers on RocketReach.
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