Keith Fenstad Email & Phone Number
Partner, Chief Compliance Officer, Director of Financial Planning @ Tanglewood Total Wealth Management
5 free lookup(s).
Keith Fenstad Location
- Houston, TX, US
Keith Fenstad Work
- 2002 - now Partner, Chief Compliance Officer, Director of Financial Planning @
- 2000 - 2002 Financial Advisor @
- 1997 - 2000 Associate Financial Consultant @
- 1995 - 1997 Marketing Analyst @
- 1993 - 1995 Advisor @
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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Top Tanglewood Total Wealth Management Employees
John Merrill
Company President
Houston, TX, US
Alma Ozuna
Director of Operations
Houston, TX, US
Peter Faust
Senior Wealth Advisor
Houston, TX, US
Tom Bruce
Macro Investment Strategist
Houston, TX, US
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