Keegan Denn
FIDELIS iM · Medford, Oregon
Keegan Denn is a fee-only financial advisor at FIDELIS iM in Medford, Oregon, who holds the CFP credential. Keegan focuses on retirement planning. FIDELIS iM reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | FIDELIS iM |
|---|---|
| Based in | Medford, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $306.1M across 596 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, OR · CRD 5783555 |
| Exams passed | Series 65 (2006) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | fidelisim.com |
| Profile |
How Keegan's firm compares
- FIDELIS iM's average account is about $514,000, from its Form ADV (assets managed divided by 596 accounts).
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Questions about Keegan
Is Keegan Denn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Keegan holds no broker registration, and FIDELIS iM reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Keegan charge for financial advice?
Keegan's firm, FIDELIS iM, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Keegan Denn based?
Keegan Denn is based in Medford, Oregon.
What does Keegan specialize in?
Keegan's specialties include retirement planning.
What credentials does Keegan Denn hold?
Keegan Denn holds the CFP credential.
Is Keegan Denn registered with the SEC?
Yes. Keegan Denn is registered as an investment adviser representative in CA and OR (CRD 5783555), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does FIDELIS iM manage?
FIDELIS iM reports $306.1M across 596 accounts in assets under management.
How do I contact Keegan Denn?
Through Keegan's website, fidelisim.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- FIDELIS iM website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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