Keith B. Frifeldt

FRIFELDT INVESTMENT COUNSEL

Grand Haven, MI 49417

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CRD#: 1270526

Professional summary

Keith Brian Frifeldt is a registered financial advisor currently at FRIFELDT INVESTMENT COUNSEL located in Grand Haven, Michigan.

Keith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Keith has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keith Brian Frifeldt's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 3, 2012 - Present

FRIFELDT INVESTMENT COUNSEL

Office #1: 725 Taylor Ave. Suite B, Grand Haven, MI 49417

RIA

CRD#: 161617

Grand Haven, MI

Past

September 14, 2010 - April 17, 2012

WEALTH CREATION & PRESERVATION, LLC

RIA

CRD#: 126452

GRAND HAVEN, MI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(4/3/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/16/2010

Uniform Investment Adviser Law Examination

Current Firm

FRIFELDT INVESTMENT COUNSEL

FRIFELDT INVESTMENT COUNSEL | FRIFELDT, KEITH, BRIAN

CRD#: 161617 / SEC#:

Michigan

Registered Investment Advisory firm - (10/6/2025 Termination Requested)

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Contact information

Main Address

725 Taylor Ave. Suite B, Grand Haven, MI 49417

Mailing Address

Phone number

(616) 566-2787

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	19
AUM (Assets Under Management)	$ 3,259,803

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Keith B. Frifeldt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keith Brian Frifeldt's CRS (Customer Relationship Summary).

Certified licenses

Experience

FRIFELDT INVESTMENT COUNSEL

WEALTH CREATION & PRESERVATION, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/16/2010

Current Firm

FRIFELDT INVESTMENT COUNSEL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FRIFELDT INVESTMENT COUNSEL

TRUST BUT VERIFY

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