What departments does FIDELIS iM have?

FIDELIS iM has employees across 1 departments including Finance.

What is the largest department at FIDELIS iM?

The largest department at FIDELIS iM is Finance with 3 employees.

Where are FIDELIS iM employees located globally?

FIDELIS iM has employees across 1 continents and 1 countries including United States Of America.

How has FIDELIS iM's team size changed over time?

FIDELIS iM's team has remained stable from approximately 3 to 3 employees based on available data.

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.

FIDELIS iM Global Highlights

North America
6

United States Of America
6

FIDELIS iM's Leadership

K. D.
President / Certified Financial Planner™ Practitioner
Mobile Phone
Email
K. D.
President / Certified Financial Planner™ Practitioner
Mobile Phone
Email
T. R.
Partner
Mobile Phone
Email
M. R.
Client Relationship Manager
Mobile Phone
Email
K. F.
Investment Fiduciary
Mobile Phone
Email
C. N.
Mobile Phone
Email

FIDELIS iM Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other
Arts & Design

Contact profiles from FIDELIS iM

Name

Title

Contact Info

Location

Last Update

K. D.
President / Certified Financial Planner™ Practitioner
Mobile Phone
Email
United StatesOregon
Mar 24, 2026
K. D.
President / Certified Financial Planner™ Practitioner
Mobile Phone
Email
Mar 08, 2024
T. R.
Partner
Mobile Phone
Email
United StatesOregon
Apr 15, 2026
M. R.
Client Relationship Manager
Mobile Phone
Email
United StatesOregon
Feb 16, 2026
K. F.
Investment Fiduciary
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
C. N.
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is FIDELIS iM known for?

FIDELIS iM was founded in 2012 operates in the Financial Services industry. The company's main headquarters is located in 2950 East Barnett Road Medford, Oregon 97504 United States; 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?

FIDELIS 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?

FIDELIS iM has approximately 3 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are FIDELIS iM's key employees and leadership?

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

President / Certified Financial Planner™ Practitioner: K. D.
President / Certified Financial Planner™ Practitioner: K. D.
Partner: T. R.
Client Relationship Manager: M. R.
Investment Fiduciary: K. F.

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FIDELIS iM Employee Directory

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