Kaden Fullmer

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2021 → Present
  Fidelity Investments
  Salt Lake City, UT
• 08/2021 → 10/2021
  Solomon Page
  South Jordan, UT
• 05/2019 → 08/2021
  Wells Fargo
  Salt Lake City, UT
• 03/2019 → 07/2019
  Beehive Clothing
  Salt Lake City, UT
• 08/2017 → 05/2021
  Full Time Student
  Bountiful, UT
• 07/2018 → 12/2018
  3Rd Gen Machine
  Logan, UT
• 02/2017 → 07/2018
  Kneaders Bakery And Cafe
  Bountiful, UT
• 02/2015 → 02/2017
  Unemployed
  Bountiful, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-01-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT
  Ogden, UT

Other Businesses

OBA-127920|OrgNmn:Ebay|Org Addr:Ogden,Utah,US|OBA Nature:Used Item Sales|Invst Rel:N|Title:Sole Proprietor|Duties:Selling Used Items on Ebay platform|StrtDt:04-29-22|TotHrs/mon:60|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2025-01-03
• S63 Uniform Securities Agent State Law Examination
  2022-02-07

Other Names

• Kaden Makenzie Fullmer
• Kaden Fullmer