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John David Leach

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
Ameriprise Financial Services Inc Minneapolis MN 10/2019 06/2022
Copeland Buhl Wayzata MN 01/2019 04/2019
Players Only Eden Prairie MN 06/2014 06/2022
Bethel University St. Paul MN 08/2014 12/2018
Fidelity Investments Minnetonka MN 06/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2019 → 06/2022
    Ameriprise Financial Services Inc
    Minneapolis, MN
  • 01/2019 → 04/2019
    Copeland Buhl
    Wayzata, MN
  • 06/2014 → 06/2022
    Players Only
    Eden Prairie, MN
  • 08/2014 → 12/2018
    Bethel University
    St. Paul, MN
  • 06/2022 → Present
    Fidelity Investments
    Minnetonka, MN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-06
  • S66 Uniform Combined State Law Examination
    2020-01-06
Designations

View on SEC IAPD

Other Firms

MERCED CAPITAL, L.P.
AMERIPRISE FINANCIAL SERVICES, LLC
CRESSET ASSET MANAGEMENT, LLC
CAPTRUST
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
ORGEL WEALTH MANAGEMENT, LLC
PINE RIVER CAPITAL MANAGEMENT L.P.
DGV SOLUTIONS LP

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

More in Minnetonka, MN

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