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Kaitlyn Fisher

Strategic Advisers LLC

Beaverton, OR

Portland, OR

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

2785 Sw Cedar Hills Blvd, Beaverton, OR 97005-1344 • United States

Portland, OR • 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
Anneliese M. Johnson, Llc Richland WA 06/2021 06/2023
National Seating & Mobility Kennewick WA 04/2021 06/2021
Permobil Pasco WA 03/2017 04/2021
Permobil Pasco WA 03/2016 03/2017
Lpl Financial Llc Richland WA 07/2021 06/2023
Fidelity Investments Beaverton OR 06/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → 06/2023
    Anneliese M. Johnson, Llc
    Richland, WA
  • 04/2021 → 06/2021
    National Seating & Mobility
    Kennewick, WA
  • 03/2017 → 04/2021
    Permobil
    Pasco, WA
  • 03/2016 → 03/2017
    Permobil
    Pasco, WA
  • 07/2021 → 06/2023
    Lpl Financial Llc
    Richland, WA
  • 06/2023 → Present
    Fidelity Investments
    Beaverton, OR
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-09-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Beaverton, OR
  • 2023-02-06 → 2023-06-14
    Lpl Financial Llc
    Richland, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-04
  • S66 Uniform Combined State Law Examination
    2023-02-04
Other Names
  • Kaitie Westphal
  • Kaitlyn Nicole Westphal
  • Kaitlyn Westphal
  • Kaitlyn Nicole Fisher

View on SEC IAPD

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EAGLE STRATEGIES LLC
OSAIC WEALTH, INC.

Other Investors

ANDREW DIBBRILL JAMISON
JEFFREY ADOLPH BLOCH
DUANE ELDON BOLINGER
Spencer Gary Dickinson
BLAINE EVANS BURNETT
WILLIAM JOSEPH CONLEY
Tyler Spencer Hilligoss
GUERLLAMO MARK JIMENEZ

Other Offices

MAIN AVENUE FINANCIAL SERVICES, LLC · BEAVERTON, OR
ELDON REESE ADVISORY GROUP · BEAVERTON, OR
CONLEY, WILLIAM J. · BEAVERTON, OR
SCOUT ASSET MANAGEMENT · BEAVERTON, OR
OPTIMUM CAPITAL STRATEGIES · BEAVERTON, OR
TRANSAMERICA FINANCIAL ADVISORS, LLC · BEAVERTON, OR
EAGLE STRATEGIES LLC · BEAVERTON, OR
OSAIC WEALTH, INC. · BEAVERTON, OR

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