Janice H. Fier

COULOIR WEALTH ADVISORS

WELCH, MN

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CRD#: 6239534

Professional summary

Janice Haarstick Fier, AIF®, CFP®, who also goes by Janice Haarstick Dayton, Janice Ruth Haarstick, is a registered financial advisor currently at COULOIR WEALTH ADVISORS, INC. located in Welch, Minnesota.

Janice is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Janice has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Janice Haarstick Dayton | Janice Ruth Haarstick

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.

1-North Central Reining Horse Association, 13020 Welch Trail Welch, Minnesota 55089, 01/2013 as Treasurer. NIR - 5 HR/WK - 0/Trading. Nature: Agricultural non-profit organization. Duties: bookkeeping and preparing financial statements. 2-Spirit Ridge Ranch, LLC, 13020 Welch Trail, Welch, MN 55089, 03/1996 as Owner and Manager. NIR - 3.5 HR/WK - 0/Trading. Nature: boards horses and cattle and leases out cropland. Duties: animal husbandry.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Janice Haarstick Fier'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

July 30, 2024 - Present

COULOIR WEALTH ADVISORS, INC.

RIA

CRD#: 324446

WELCH, MN

Past

February 26, 2018 - August 5, 2024

BLUPRINT FINANCIAL, LLC

RIA

CRD#: 291172

Welch, MN

Past

May 6, 2016 - March 15, 2018

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Red Wing, MN

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

Minnesota
(7/30/2024)

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: 5/6/2016

Uniform Investment Adviser Law Examination

Current Firm

COULOIR WEALTH ADVISORS, INC.

CRD#: 324446 / SEC#:

Minnesota

Registered Investment Advisory firm - (7/30/2024 Approved)

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Contact information

Main Address

Welch, MN

Mailing Address

Phone number

(651) 386-2464

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	20
AUM (Assets Under Management)	$ 1,909,098

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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Janice H. Fier

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Janice Haarstick Fier's CRS (Customer Relationship Summary).

Certified licenses

Experience

COULOIR WEALTH ADVISORS, INC.

BLUPRINT FINANCIAL, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/6/2016

Current Firm

COULOIR WEALTH ADVISORS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COULOIR WEALTH ADVISORS, INC.

TRUST BUT VERIFY

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