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Kauner L Owen

Strategic Advisers LLC

Salt Lake City, UT

Lehi, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Lehi, UT • 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
Brighton Highschool Cottonwood Heights UT 08/2013 06/2017
Unemployed Sandy UT 06/2017 08/2017
Utah State University Logan UT 08/2017 05/2021
Camping World Draper UT 05/2018 08/2018
Moore Machine Tools West Jordan UT 10/2018 01/2019
Mountain States Property Management Logan UT 11/2019 07/2020
Ups Salt Lake UT 06/2020 08/2020
Unemployed Sandy UT 05/2021 06/2021
Fidelity Investments Salt Lake UT 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2013 → 06/2017
    Brighton Highschool
    Cottonwood Heights, UT
  • 06/2017 → 08/2017
    Unemployed
    Sandy, UT
  • 08/2017 → 05/2021
    Utah State University
    Logan, UT
  • 05/2018 → 08/2018
    Camping World
    Draper, UT
  • 10/2018 → 01/2019
    Moore Machine Tools
    West Jordan, UT
  • 11/2019 → 07/2020
    Mountain States Property Management
    Logan, UT
  • 06/2020 → 08/2020
    Ups
    Salt Lake, UT
  • 05/2021 → 06/2021
    Unemployed
    Sandy, UT
  • 06/2021 → Present
    Fidelity Investments
    Salt Lake, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-10-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    American Fork, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-08
  • S66 Uniform Combined State Law Examination
    2021-10-08
Other Names
  • Kauner Lightfoot Owen
  • Kauner Owen

View on SEC IAPD

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Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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