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Donovan Kattner

Strategic Advisers LLC

Salt Lake City, UT

Salt Lake City, 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

Salt Lake City, 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
Edward Jones St Louis MO 12/2018 02/2020
Meridian Golf Club Englewood, Co CO 08/2018 06/2019
Colorado Golf Association Greenwood Village CO 05/2018 08/2018
Spradley-Barr Ford Fort Collins CO 08/2016 05/2018
Bank Of Colorado Montrose CO 05/2017 08/2017
Ptarmigan Country Club Fort Collins CO 08/2016 09/2016
Axa Advisors, Llc New York NY 03/2020 06/2020
Fidelity Investments Salt Lake City UT 11/2020 Present
Bank Of America Riverton UT 07/2020 11/2020
Fidelity Investments Boston MA 03/2025 Present
  • 12/2018 → 02/2020
    Edward Jones
    St Louis, MO
  • 08/2018 → 06/2019
    Meridian Golf Club
    Englewood, Co, CO
  • 05/2018 → 08/2018
    Colorado Golf Association
    Greenwood Village, CO
  • 08/2016 → 05/2018
    Spradley-Barr Ford
    Fort Collins, CO
  • 05/2017 → 08/2017
    Bank Of Colorado
    Montrose, CO
  • 08/2016 → 09/2016
    Ptarmigan Country Club
    Fort Collins, CO
  • 03/2020 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 11/2020 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 07/2020 → 11/2020
    Bank Of America
    Riverton, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-03-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2020-03-31 → 2020-06-04
    Equitable Advisors, Llc
    Salt Lake City, UT
    Greenwood Village, CO
  • 2019-04-05 → 2020-02-13
    Edward Jones
    Lonetree, CO
    St Louis, MO
    Highlands Ranch, CO
    Highlands Ranch, CO
Other Businesses

OBA-94928|OrgNmn:The Covered Podcast|Org Addr:Salt Lake ,Utah,US|OBA Nature:The Covered Podcast is a sport|Invst Rel:N|Title:Independent Contractor|Duties:Use our podcast and social media to talk about sports.|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-04
  • S66 Uniform Combined State Law Examination
    2019-04-04
Other Names
  • Donovan James Kattner
  • Donovan Kattner

View on SEC IAPD

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Other Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL
ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
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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