Choice Wealth > Wealth Team
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 to grow and protect your wealth.
More About James
Areas of Focus
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.
Many retirees are understandably concerned about their income. Together, we’ll develop a plan that’s sustainable and personalized for your specific needs.
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 GWM 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 GWM. 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, Anna Novak, Nate Natwick, Tina Pritchett
From the Choice Wealth Blog
For timely resources, tips, and advice from our Wealth Team, visit our Choice Wealth blog.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Investment advice offered through GWM Advisors LLC dba Goss Advisors, a registered investment advisor and separate entity from LPL Financial. Choice Financial Group and Choice Wealth are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Choice Wealth, and may also be employees of Choice Financial Group. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Choice Financial Group or Choice Wealth. Securities and insurance offered through LPL or its affiliates are:
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May Lose Value
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