Choice Wealth > Wealth Team
James Fettig
Wealth Manager
With James, you’ll have a dedicated advisor with over 16 years of experience who provides straightforward advice, tailored recommendations, tax-efficient investing strategies, and guidance designed with the goal to grow and protect your wealth.
207 E Front Ave, Ste B
Bismarck, ND
117 Highway 49 N
Beulah, ND
Bismarck
701.250.5126
Beulah
701.873.4117
Toll-Free
800.648.2423
Let’s Get Started
No financial situation is the same, which is where my experience creating custom-tailored financial plans and asking important questions adds value to your financial future. I look forward to helping find your best future.
Areas of Focus
Financial Planning
How will you put the kids through college? What’s your vision for retirement? Any major purchases planned? I’ll listen to your needs and establish a plan that is right for you.
Retirement Planning
Many retirees are understandably concerned about their income. Together, we’ll develop a plan that’s sustainable and personalized for your specific needs.
Portfolio Management
As markets fluctuate and your needs evolve, I will be there to make adjustments to your portfolio. By keeping you and your goals in mind, I will assure your money is always working for you.
More About James
James Fettig is an Investment Advisor Representative with NewEdge Advisors. He has been working at this office for the past 12 years and has been in the financial services industry for 17 years.
James’ securities registrations include Series 7 & 63 held through LPL Financial, and 65 held through NewEdge Advisors. He also holds Life, Annuity, Accident and Health Insurance licenses. He attended the University of Mary in Bismarck, where he earned his Bachelor of Science degree in Business Administration with a concentration in Finance.
He has spent his entire career devoted to providing his clients with comprehensive financial plans. He believes in looking at the full picture and bearing in mind tax-reduction strategies, estate planning, wealth management and charitable-giving concerns when coming up with a plan to manage investments. James invests time into getting to know you, your financial situation and goals before giving any financial advice.
James and his wife Lindsey make their home in Bismarck with their 4 children: Hunter, 9; Kade, 7; Kellen, 4; and Evan, 2. He spends his time outside of the office with friends and family and he enjoys golfing, fishing and camping. James can usually be found at his children’s extracurricular activities when he’s not in the office, either coaching or cheering from the sidelines.
Left-to-right: James Fettig, Lisa Boehm (Client Services Associate), Anna Novak (Client Services Associate), Nate Natwick, Tina Pritchett (Client Services Associate)
From the Choice Wealth Blog
For timely resources, tips, and advice from our Wealth Team, visit our Choice Wealth blog.