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Keith Alan Fenstad

Tanglewood Total Wealth Management, Inc.

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About Keith Alan Fenstad

Keith Alan Fenstad is a financial advisor with Tanglewood Total Wealth Management, Inc. in Houston, Texas. Keith has over 20 years of experience in the financial services industry. Keith is a Certified Financial Planner and holds the Series 7, Series 63, and Series 65 licenses. Keith specializes in providing financial planning, portfolio management for individuals, and portfolio management for businesses.

Firm Information

Keith Fenstad is currently registered with Tanglewood Total Wealth Management, Inc.. Tanglewood Total Wealth Management, Inc. is a Houston, TX-based registered investment advisor with $1,305,375,189 in regulatory assets under management. The firm provides financial planning, portfolio management for individuals and businesses. They serve high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.
Tanglewood Total Wealth Management, Inc.

1400 POST OAK BLVD

HOUSTON, TX 77056

$1.31B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Keith Fenstad’s Registration & Firm History

TX

01/20/2014 - Present

Tanglewood Total Wealth Management, Inc. (HOUSTON TX)

NY

05/08/2000 - 03/25/2002

MORGAN STANLEY DW INC. (PURCHASE NY)

CA

04/06/1999 - 04/20/2000

MERCER GLOBAL SECURITIES LLC (IRVINE CA)

TX

05/11/1995 - 05/01/1997

THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)

MN

01/17/1994 - 03/29/1995

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

01/17/1994 - 03/29/1995

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 08/03/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/28/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/14/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Keith Alan Fenstad.
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