Michael Kellner

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

• 11/2017 → 10/2019
  Wells Fargo Bank, Na
  Madison, WI
• 07/2019 → 10/2019
  Wells Fargo Clearing Services, Llc
  Madison, WI
• 05/2017 → 11/2017
  Bmo Harris Bank
  West Bend, WI
• 02/2015 → 04/2017
  Hexeco, Inc.
  Berlin, WI
• 05/2017 → 07/2017
  Florian Park
  Germantown, WI
• 10/2019 → 03/2022
  Johnson Bank
  Janesville, WI
• 10/2019 → 09/2021
  Lpl Financial Llc
  Janesville, WI
• 12/2021 → 04/2022
  Johnson Wealth Inc
  Janesville, WI
• 04/2022 → 01/2024
  J. P. Morgan Securities Llc
  Janesville, WI
• 04/2022 → 01/2024
  Jpmorgan Chase Bank N.A.
  Janesville, WI
• 01/2024 → Present
  Fidelity Investments
  Janesville, WI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-04-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Janesville, WI

Exams

• S66 Uniform Combined State Law Examination
  2024-03-29
• S63 Uniform Securities Agent State Law Examination
  2022-06-21

Other Names

• Mike Dean Kellner
• Michael Dean Kellner
• Michael Kellner