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Stephanie Walz

Strategic Advisers LLC

Edina, MN

Mound, MN

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MN RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

7740 France Ave South, Edina, MN 55435-5847 • United States

Mound, MN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Edina MN 10/2013 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2013 → Present
    Fidelity Investments
    Edina, MN
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Mound, MN
    Edina, MN
  • 2014-12-04 → 2018-07-13
    Strategic Advisers Llc
    Edina, MN
  • 2013-04-08 → 2013-09-12
    Edward Jones
    St Louis, MO
    Mound, MN
    Spring Park, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-03-08
  • S66 Uniform Combined State Law Examination
    2013-03-08
Other Names
  • Stephanie Anne Stearns
  • Stephanie Walz
  • Stephanie Anne Walz

View on SEC IAPD

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Other Investors

ANDREW JAMES TUFFORD
STEPHANIE MEALMAN STUART
CHARLES ROBERT COOPER
LEO CHRISTOPHER ARMS
JOSEPH ROBERT DOLAN
AARON CHRISTOPHER BALSAM
KEVIN TERHAAR
MATTHEW SCOTT MOHNING

Other Offices

LPL FINANCIAL LLC · EDINA, MN
THOMAS LEO ADVISORY, LLC · MINNEAPOLIS, MN
STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN
MSM FINANCIAL, LLC · MINNEAPOLIS, MN
STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN
EDWARD JONES · MINNEAPOLIS, MN
U.S. BANCORP ADVISORS, LLC · Edina, MN
CETERA INVESTMENT ADVISERS LLC · MINNEAPOLIS, MN

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