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Charles Arthur Kern

Strategic Advisers LLC

Columbus, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-09-03
TX RA APPROVED 2025-09-02
  • OH RA
    APPROVED
    Since 2025-09-03
  • TX RA
    APPROVED
    Since 2025-09-02

Branch Locations

Columbus, OH • 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
Best Buy Ontario OH 08/2019 01/2021
Texas Roadhouse Ontario OH 08/2017 01/2019
Oakmont Landscaping Mansfield OH 01/2016 07/2019
Ace Hardware Mansfield OH 11/2016 06/2017
Unemployed Findlay OH 02/2021 05/2021
Northwestern Mutual Life Insurance Company Milwaukee WI 05/2021 03/2022
Northwestern Mutual Investment Services Llc Findlay OH 11/2021 03/2022
Charles Schwab & Co., Inc. Lone Tree CO 05/2022 05/2023
Key Investment Services, Llc Brooklyn OH 08/2023 11/2023
Keybank Bay Village OH 08/2023 11/2023
Fidelity Investments Westlake OH 11/2023 Present
  • 08/2019 → 01/2021
    Best Buy
    Ontario, OH
  • 08/2017 → 01/2019
    Texas Roadhouse
    Ontario, OH
  • 01/2016 → 07/2019
    Oakmont Landscaping
    Mansfield, OH
  • 11/2016 → 06/2017
    Ace Hardware
    Mansfield, OH
  • 02/2021 → 05/2021
    Unemployed
    Findlay, OH
  • 05/2021 → 03/2022
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 11/2021 → 03/2022
    Northwestern Mutual Investment Services Llc
    Findlay, OH
  • 05/2022 → 05/2023
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 08/2023 → 11/2023
    Key Investment Services, Llc
    Brooklyn, OH
  • 08/2023 → 11/2023
    Keybank
    Bay Village, OH
  • 11/2023 → Present
    Fidelity Investments
    Westlake, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-29
S63 Uniform Securities Agent State Law Examination 2022-11-23
  • S66 Uniform Combined State Law Examination
    2025-08-29
  • S63 Uniform Securities Agent State Law Examination
    2022-11-23
Other Names
  • Charlie A Kern
  • Charles A Kern

View on SEC IAPD

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