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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Indianapolis, IN • United States

14405 Clay Terrace Blvd Suite 150, Carmel, IN 46032-3612 • 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 Carmel IN 04/2023 Present
Platinum Supplemental Insurance Dubuque IA 05/2022 04/2023
Dakota Brick House (Fireworks Inc.) Vermillion SD 10/2021 11/2022
Cherry Pit Stop Vermillion SD 10/2022 11/2022
Galena High School Galena IL 01/2013 05/2019
Alice T. Virtue Pool Galena IL 05/2014 05/2019
Galena Territory Owners Club Galena IL 05/2019 08/2020
Tricon Construction Dubuque IA 05/2020 08/2020
University Of South Dakota Vermillion SD 08/2019 12/2022
Core Investments Dubuque IA 12/2020 08/2021
Fidelity Investments Boston MA 03/2025 Present
  • 04/2023 → Present
    Fidelity Investments
    Carmel, IN
  • 05/2022 → 04/2023
    Platinum Supplemental Insurance
    Dubuque, IA
  • 10/2021 → 11/2022
    Dakota Brick House (Fireworks Inc.)
    Vermillion, SD
  • 10/2022 → 11/2022
    Cherry Pit Stop
    Vermillion, SD
  • 01/2013 → 05/2019
    Galena High School
    Galena, IL
  • 05/2014 → 05/2019
    Alice T. Virtue Pool
    Galena, IL
  • 05/2019 → 08/2020
    Galena Territory Owners Club
    Galena, IL
  • 05/2020 → 08/2020
    Tricon Construction
    Dubuque, IA
  • 08/2019 → 12/2022
    University Of South Dakota
    Vermillion, SD
  • 12/2020 → 08/2021
    Core Investments
    Dubuque, IA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-02-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Carmel, IN
Other Businesses

OBA-113582|OrgNmn:EDK LLC|Org Addr:Vermillion,South Dako,US|OBA Nature:This is just an LLC for the re|Invst Rel:N|Title:Director|Duties:Ownership Duties |StrtDt:12-17-25|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-03
S63 Uniform Securities Agent State Law Examination 2023-08-25
  • S66 Uniform Combined State Law Examination
    2024-02-03
  • S63 Uniform Securities Agent State Law Examination
    2023-08-25
Other Names
  • Evan Kruse

View on SEC IAPD

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