Keegan Jay Denn
Investment adviser representative at Fidelis Im
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$306.1MFirm 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
Experience
14 years in the industry.
- Fidelis Im, LLCMar 2012 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (CA, OR).
Fidelis Im
Legal name: Fidelis Im, LLC
$306.1MAssets managed
275Clients
1Advisers
6 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
- 5783555
- Firm CRD
- 162985