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Seth Kloss

Strategic Advisers LLC

Edina, MN

Minneapolis, 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 2025-03-31
  • MN RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

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

Minneapolis, 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
Wells Fargo Clearing Services, Llc Roseville MN 05/2020 04/2021
Rhi General Group San Ramon CA 05/2020 08/2020
Cub Foods Mankato MN 04/2018 07/2019
Angies Boomchikapop Mankato MN 03/2017 09/2017
Joann Fabrics Mankato MN 08/2016 03/2017
Mankato State University Mankato MN 08/2015 12/2019
Unemployed Mankato MN 01/2020 04/2020
Principal Life Insurance Co Roseville MN 04/2021 05/2021
Principal Securities Inc Roseville MN 04/2021 05/2021
Fidelity Investments Edina MN 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2020 → 04/2021
    Wells Fargo Clearing Services, Llc
    Roseville, MN
  • 05/2020 → 08/2020
    Rhi General Group
    San Ramon, CA
  • 04/2018 → 07/2019
    Cub Foods
    Mankato, MN
  • 03/2017 → 09/2017
    Angies Boomchikapop
    Mankato, MN
  • 08/2016 → 03/2017
    Joann Fabrics
    Mankato, MN
  • 08/2015 → 12/2019
    Mankato State University
    Mankato, MN
  • 01/2020 → 04/2020
    Unemployed
    Mankato, MN
  • 04/2021 → 05/2021
    Principal Life Insurance Co
    Roseville, MN
  • 04/2021 → 05/2021
    Principal Securities Inc
    Roseville, MN
  • 06/2021 → Present
    Fidelity Investments
    Edina, MN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-12-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Edina, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-19
S63 Uniform Securities Agent State Law Examination 2020-08-01
  • S66 Uniform Combined State Law Examination
    2021-11-19
  • S63 Uniform Securities Agent State Law Examination
    2020-08-01
Other Names
  • Seth Kloss
  • Seth Thang Kloss

View on SEC IAPD

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STAIRWAY PARTNERS, LLC
MSM FINANCIAL, LLC
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U.S. BANCORP ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
O'BRIEN-STALEY PARTNERS

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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