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Joel Sommers

Director - Estate, Trust & at Fiduciary Counselling

Officer record from the firm’s Form ADVForm ADV filed 17 March 2026

Joel Sommers is Director - Estate, Trust & of Fiduciary Counselling Inc, a ST Paul investment adviser.

Role at Fiduciary Counselling

Title on Schedule A
Director - Estate, Trust &
Control
Joel Sommers is a control person of Fiduciary Counselling.
Ownership
An individual ownership band is not available in the source record.
Tenure
Joel Sommers has held the filed role since September 2025.

The firm

Fiduciary Counselling Inc
ST Paul, MN

Form ADV filed 17 March 2026

$10.1B AUM1,761 clients18 advisers2 offices

Career on record

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Joel Sommers is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Joel Sommers
CRD
4559347
Firm
Fiduciary Counselling Inc
Record basis
Form ADV officer listing

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Joel Sommers work?

Joel Sommers has been Director - Estate, Trust & of Fiduciary Counselling Inc since September 2025, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 17 March 2026

Leadership at Fiduciary Counselling

Sources

  1. IAPD individual lookup, CRD 4559347. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Fiduciary Counselling Inc, filed 17 March 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Joel Sommers or Fiduciary Counselling Inc and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.