Fjell
Fjell is an independent wealth management firm designed to deliver results for people who desire to be excellent with their finances. Committed to helping people manage and protect their wealth by formulating thoughtful and thorough financial plans that account for asset management, retirement planning, wealth transfer, strategic philanthropy, exit planning, and tax and estate concerns. Fjell Capital, LLC (“Fjell” or “Our”) is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration as an investment adviser with the SEC does not imply any level of skill or training. The content on this website is for informational purposes only and is not intended as a recommendation, offer, or sale of any security or investment strategy. The material does not establish an investment advisory relationship with Fjell, consider individual circumstances or objectives, or serve as personalized investment advice. Fjell offers a broad range of investment management and financial planning services. For more information about our services and fees, please request a copy of our Form CRS (Client Relationship Summary) and Form ADV Part 2A (Firm Brochure ).
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Verified contacts
10
available on Kipplo
LinkedIn employees
10
1 to 10 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
2
tools in use
Monthly traffic
78
organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- JM
Joshua Mayo
Director of Success · Customer/Client Service
EmailPhone - DS
Dan Schuster
Wealth Advisor · Finance & Accounting
EmailPhone - JS
Joshua Slevin
Wealth Strategy Associate · Finance & Accounting
EmailPhone - KM
Katie Morrow
Executive Assistant · General Business & Management
EmailPhone - TS
Tom Stadum
CEO and Founder · Other
EmailPhone - JR
Jacob Radke
Director, Platform · Information Technology
EmailPhone
Showing 6 of 10 verified contacts
Top roles at Fjell
10 distinct titles indexed · top 10 shown.
- 1associate wealth advisor
- 1ceo and founder
- 1chief executive officer
- 1director of success
- 1director, platform
- 1executive assistant
- 1typing
- 1video & podcast editor youtube management
- 1wealth advisor
- 1wealth strategy associate
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