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Leanne Lindstrom

Strategic Advisers LLC

Thornton, CO

Broomfield, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Thornton, CO • United States

281 E. Flatiron Crossing Dr, Broomfield, CO 80021-8055 • 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
Bbva Securities Inc. Northglenn CO 11/2020 10/2021
Bbva Insurance Agency, Inc. Austin TX 04/2019 10/2021
Bbva Usa Birmingham AL 03/2018 10/2021
Unemployed Thornton CO 01/2018 03/2018
Drivetime Car Sales Albuquerque NM 02/2013 12/2017
Pnc Bank Northglenn CO 10/2021 05/2022
Fidelity Investments Broomfield CO 05/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2020 → 10/2021
    Bbva Securities Inc.
    Northglenn, CO
  • 04/2019 → 10/2021
    Bbva Insurance Agency, Inc.
    Austin, TX
  • 03/2018 → 10/2021
    Bbva Usa
    Birmingham, AL
  • 01/2018 → 03/2018
    Unemployed
    Thornton, CO
  • 02/2013 → 12/2017
    Drivetime Car Sales
    Albuquerque, NM
  • 10/2021 → 05/2022
    Pnc Bank
    Northglenn, CO
  • 05/2022 → Present
    Fidelity Investments
    Broomfield, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Broomfield, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-16
S63 Uniform Securities Agent State Law Examination 2022-10-07
  • S66 Uniform Combined State Law Examination
    2023-03-16
  • S63 Uniform Securities Agent State Law Examination
    2022-10-07
Other Names
  • Leanne Lindstrom
  • Leanne M. Lindstrom
  • Leanne Marie Sundt
  • Leanne Marie Lindstrom

View on SEC IAPD

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