Michael Patrick Clancey
Investment adviser representative at Fiduciary Counselling Inc
18 yearsExperience
2 statesRegistered in
CFADesignation
$10.1BFirm assets
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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
18 years in the industry.
- Fiduciary Counselling, Inc.Aug 2023 to now
- Minnesota State Board of InvestmentJun 2022 to Aug 2023
- Portico Benefit ServicesJul 2008 to Jun 2022
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
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
- 5441934
- Firm CRD
- 104753