Liddy Marie Achter
Investment adviser representative at Fiduciary Counselling Inc
14 yearsExperience
2 statesRegistered in
$10.1BFirm assets
59 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Fiduciary Counselling, Inc.May 2020 to now
- BMO Harris Financial Advisors, Inc.Aug 2012 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Fiduciary Counselling Inc
$10.1BAssets managed
1,761Clients
17Advisers
59 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4857293
- Firm CRD
- 104753