Kristin Jean Brussow Osada

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2017 → 05/2020
  Eagle Rider
  Los Angeles, CA
• 09/2014 → 04/2017
  Wasatch Powder Company Llc
  Salt Lake City, UT
• 05/2020 → 09/2024
  Fidelity Investments
  Salt Lake, UT
• 09/2024 → 08/2025
  Self Employed
  Heber, UT
• 08/2025 → Present
  Fidelity Investments
  Salt Lake City, UT

Previous Registrations

• 2021-04-09 → 2024-09-11
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT

Other Businesses

OBA-122805|OrgNmn:KJs Reiki Room LLC|Org Addr:Heber City,Utah,US|OBA Nature:Consultant, youtube for relaxa|Invst Rel:N|Title:Consultant|Duties:consulting|StrtDt:02-03-25|TotHrs/mon:1|TrdHrs/mon:0|OBA-122462|OrgNmn:Self employed|Org Addr:Heber City,Utah,US|OBA Nature:book publishing|Invst Rel:N|Title:publisher|Duties:Book and Journal Publisher|StrtDt:|TotHrs/mon:14|TrdHrs/mon:0|OBA-122803|OrgNmn:KJ|Org Addr:Heber City,Utah,US|OBA Nature:singing songwriting performing|Invst Rel:N|Title:musician|Duties:none, just for fun|StrtDt:10-01-24|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2021-04-01
• S63 Uniform Securities Agent State Law Examination
  2020-12-07

Other Names

• Kristin Jean Brussow Osada
• Kj Osada
• Kj Brussow
• Kristin Brussow Osada