Drew Kelly

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

• 12/2017 → 08/2018
  Lake Elmo Inn
  Lake Elmo, MN
• 10/2014 → 05/2020
  Kellys Depot
  St. Paul, MN
• 01/2017 → 12/2020
  University Of Wisconsin River Falls
  River Falls, WI
• 10/2017 → 08/2021
  New Richmond High School
  New Richmond, WI
• 11/2020 → 04/2022
  Thrivent Investment Management Inc
  New Richmond, WI
• 06/2017 → 08/2021
  American Legion
  Somerset, WI
• 05/2017 → 09/2019
  Quality Molding
  Somerset, WI
• 02/2021 → 06/2021
  Thrivent Financial
  Appleton, WI
• 06/2021 → 04/2022
  Thrivent Financial
  Appleton, WI
• 05/2022 → Present
  Fidelity Investments
  New Richmond, WI
• 06/2016 → 09/2016
  Designing Women By Arlys
  Arden Hills, MN
• 08/2016 → 11/2016
  Jimmy Johns
  New Richmond, WI
• 06/2016 → 08/2017
  Somerset Youth Hockey Camp
  Somerset, WI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-06-21 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  New Richmond, WI
• 2021-07-14 → 2022-04-22
  Thrivent Investment Management Inc.
  Golden Valley, MN
  New Richmond, WI

Exams

• S66 Uniform Combined State Law Examination
  2021-07-13
• S63 Uniform Securities Agent State Law Examination
  2021-03-20

Other Names

• Drew Michael Kelly
• Drew Kelly