Keegan J. Denn

FIDELIS IM

MEDFORD, OR 97504

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CRD#: 5783555

Professional summary

Keegan Jay Denn, CFP® is a registered financial advisor currently at FIDELIS IM located in Medford, Oregon.

Keegan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Keegan 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 Keegan Jay Denn's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

March 30, 2012 - Present

FIDELIS IM

Office #1: 2950 E. Barnett Road, Medford, OR 97504

RIA

CRD#: 162985

MEDFORD, OR

Past

September 24, 2010 - March 8, 2012

CUTLER INVESTMENT GROUP

RIA

CRD#: 128483

JACKSONVILLE, OR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FIDELIS IM

FIDELIS IM | FIDELIS IM, LLC

CRD#: 162985 / SEC#: 801-118351

RIA

Registered Investment Advisory firm - (4/7/2020 Approved)

California

Registered Investment Advisory firm - (4/23/2022 Terminated)

Oregon

Registered Investment Advisory firm - (4/6/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

California
(6/26/2013)

IAR

Oregon
(3/30/2012)

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: 9/14/2006

Uniform Investment Adviser Law Examination

Current Firm

FIDELIS IM

FIDELIS IM | FIDELIS IM, LLC

CRD#: 162985 / SEC#: 801-118351

RIA

Registered Investment Advisory firm - (4/7/2020 Approved)

California

Registered Investment Advisory firm - (4/23/2022 Terminated)

Oregon

Registered Investment Advisory firm - (4/6/2022 Terminated)

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Contact information

Main Address

2950 E. Barnett Road, Medford, OR 97504

Mailing Address

Phone number

(541) 770-1311

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 3 (4/3/2025)

ADV PART 2A (3/19/2025)

Regulatory assets under management

Total Number of Accounts	510
AUM (Assets Under Management)	$ 243,739,814

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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Keegan J. Denn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keegan Jay Denn's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELIS IM

CUTLER INVESTMENT GROUP

Primary Firm SEC Registration

FIDELIS IM

State Registrations and Notice Filings

Exams

Series 65

Date: 9/14/2006

Current Firm

FIDELIS IM

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIDELIS IM

TRUST BUT VERIFY

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