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Ismael Cardenas

Strategic Advisers LLC

Brookfield, WI

Greendale, WI

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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
WI RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • WI RA
    APPROVED
    Since 2025-03-31

Branch Locations

600 N Barker Road, Brookfield, WI 53045-5982 • United States

Greendale, WI • 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 Investments Mequon WI 09/2024 Present
Pruco Securities, Llc. Wauwatosa WI 05/2015 04/2024
Prudential Insurance Company Of America Wauwatosa WI 05/2015 04/2024
Unemployed Greendale WI 04/2024 09/2024
Fidelity Investments Boston MA 03/2025 Present
  • 09/2024 → Present
    Fidelity Investments
    Mequon, WI
  • 05/2015 → 04/2024
    Pruco Securities, Llc.
    Wauwatosa, WI
  • 05/2015 → 04/2024
    Prudential Insurance Company Of America
    Wauwatosa, WI
  • 04/2024 → 09/2024
    Unemployed
    Greendale, WI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Mequon, WI
  • 2016-01-05 → 2024-05-14
    Pruco Securities, Llc.
    Wauwatosa, WI
Other Businesses

OBA-113625|OrgNmn:smael Cardenas and Mayra L Cardenas, Trustees of the |Org Addr:Greendale,Wisconsin,US|OBA Nature:Trust|Invst Rel:Y|Title:Trustee|Duties:Coordinate and Manage property|StrtDt:09-30-24|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-12-28
S63 Uniform Securities Agent State Law Examination 2006-01-17
  • S65 Uniform Investment Adviser Law Examination
    2015-12-28
  • S63 Uniform Securities Agent State Law Examination
    2006-01-17
Designations
Other Names
  • Ish Cardenas

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
ENTASIS ASSET MANAGEMENT LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Other Investors

DEANNE E PHILLIPS
MATTHEW ROSS KRENKE
Eric Gustav Strom
Thomas James Berkholtz
Heather Christine Shutta
Jeffrey Lynn Stanich
Clayton Joel Beilfuss
Logan Alexander Kepler

Other Offices

ANNEX WEALTH MANAGEMENT, LLC · BROOKFIELD, WI
RBC CAPITAL MARKETS, LLC · BROOKFIELD, WI
MARINER · BROOKFIELD, WI
M HOLDINGS SECURITIES, INC. · Brookfield, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Brookfield, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Brookfield, WI
ENTASIS ASSET MANAGEMENT LLC · Brookfield, WI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BROOKFIELD, WI

More in Brookfield, WI

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