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Kristen Alison Ramer

Strategic Advisers LLC

Grand Rapids, MI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Grand Rapids, MI • 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 Grand Rapids MI 02/2021 Present
Unemployed Grand Rapids MI 03/2020 02/2021
Strategies Llc Grand Rapids MI 01/2016 04/2021
Johns Hopkins Center For Talented Youth Baltimore MD 06/2017 08/2018
Fidelity Investments Boston MA 03/2025 Present
  • 02/2021 → Present
    Fidelity Investments
    Grand Rapids, MI
  • 03/2020 → 02/2021
    Unemployed
    Grand Rapids, MI
  • 01/2016 → 04/2021
    Strategies Llc
    Grand Rapids, MI
  • 06/2017 → 08/2018
    Johns Hopkins Center For Talented Youth
    Baltimore, MD
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-04-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Grand Rapids, MI
Other Businesses

OBA-59049|OrgNmn:Strategies LLC|Org Addr:Grand Rapi,Michigan,US|OBA Nature:Consulting & contracting work |Invst Rel:N|Title:Resident Agent/Owner|Duties:I don't currently have any contractual obligations through Strategies LLC. However, I plan to work with Boston Global on an as-needed basis th|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-01
  • S66 Uniform Combined State Law Examination
    2021-09-01

View on SEC IAPD

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ASPIRE WEALTH
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Other Investors

LEONARD MARTIN RHOADES
PAUL JACOB KITZROW
JEFFREY KEITH STUKEY
Robert Anthony Mendenall
Andrew Scott VanderSchaaf
Derek Prusa
Benjamin Noel Webster
Brian Lee Platte

Other Offices

J. W. COLE ADVISORS, INC. · Grand Rapids, MI
CREATIVEONE WEALTH, LLC · Grand Rapids, MI
AI ALPHA LLC · GRAND RAPIDS, MI
WEALTHSPAN INVESTMENT MANAGEMENT, LLC · GRAND RAPIDS, MI
STRATEGIC NAVIGATORS PRIVATE WEALTH · GRAND RAPIDS, MI
ADVISOR 123 LLC · CALEDONIA, MI
ASPIRE WEALTH · CALEDONIA, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · GRAND RAPIDS, MI

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