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FIDELIS iM Employee Directory

Financial ServicesOregon, United States2-10 Employees

FIDELIS iM operates as an independent, fee-only financial advisor and investment management firm based in Medford, in Southern Oregon. The firm provides tailored financial planning designed to help clients make prudent decisions, take appropriate actions, and pursue their objectives. As a small team, it focuses on asset management for a selective set of individuals, organizations, and company retirement plans.

Its main office is in Medford, and it serves clients in the greater Southern Oregon area, Central Oregon, and Northern California. The firm can manage a range of account types, including IRAs, qualified retirement plans, foundations and endowments, corporate accounts, and taxable accounts.

Find FIDELIS iM employees' phone numbers or email addresses

FIDELIS iM Global Highlights

Location
Employees

North America
6

Minus sign iconPlus sign icon
  • United States Of America
    6

FIDELIS iM's Leadership

  • Stylized image of a person
    K. D.
    President / Certified Financial Planner™ Practitioner
    Mobile Phone
  • Stylized image of a person
    C. N.
    Mobile Phone

FIDELIS iM Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other

Contact profiles from FIDELIS iM

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    K. D.
    President / Certified Financial Planner™ Practitioner
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    C. N.
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is FIDELIS iM known for?

Minus sign iconPlus sign iconFIDELIS iM was founded in 2012 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-541-770-****
. Explore FIDELIS iM's company overview page for more information.

What is FIDELIS iM's most common email format?

Minus sign iconPlus sign iconFIDELIS iM employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more FIDELIS iM email formats with LeadIQ.

How many employees does FIDELIS iM have currently?

Minus sign iconPlus sign iconFIDELIS iM has approximately 3 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are FIDELIS iM's key employees and leadership?

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As of August 2026, FIDELIS iM's key employees include:

  • President / Certified Financial Planner™ Practitioner: K. D.
  • : C. N.

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