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Benjamin Boots

Strategic Advisers LLC

Minnetonka, MN

Plymouth, MN

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

11450 Wayzata Blvd, Minnetonka, MN 55305-2013 • United States

Plymouth, MN • 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
Fidelity Brokerage Services Llc Oakdale MN 10/2019 Present
Combined Locks Public Works Department Combined Locks WI 06/2015 07/2017
Business Lending Group Appleton WI 07/2017 08/2017
North Star Asset Management, Inc. Menasha WI 05/2018 09/2018
Lincoln Financial Advisors Appleton WI 05/2019 09/2019
Uw Oshkosh Oshkosh WI 09/2015 05/2019
Fidelity Investments Boston MA 03/2025 Present
  • 10/2019 → Present
    Fidelity Brokerage Services Llc
    Oakdale, MN
  • 06/2015 → 07/2017
    Combined Locks Public Works Department
    Combined Locks, WI
  • 07/2017 → 08/2017
    Business Lending Group
    Appleton, WI
  • 05/2018 → 09/2018
    North Star Asset Management, Inc.
    Menasha, WI
  • 05/2019 → 09/2019
    Lincoln Financial Advisors
    Appleton, WI
  • 09/2015 → 05/2019
    Uw Oshkosh
    Oshkosh, WI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-03-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Oakdale, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-03-16
  • S66 Uniform Combined State Law Examination
    2020-03-16

View on SEC IAPD

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Other Investors

MATTHEW DAVID OSENDORF
JEANNINE LOUISE STRAND MARQUEZ
RACHAEL MICHELLE PERAZA
GRANT RONALD FJOSNE
Sean M McCullough
David Douglas Roderick
GINGER RAE EWING
MICAH CHARLES BENWAY

Other Offices

MERCED CAPITAL, L.P. · MINNETONKA, MN
AMERIPRISE FINANCIAL SERVICES, LLC · Minnetonka, MN
CRESSET ASSET MANAGEMENT, LLC · MINNETONKA, MN
CAPTRUST · Minnetonka, MN
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · MINNETONKA, MN
CRESSET ASSET MANAGEMENT, LLC · Minnetonka, MN
ORGEL WEALTH MANAGEMENT, LLC · Minnetonka, MN
ORGEL WEALTH MANAGEMENT, LLC · Minnetonka, MN

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