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William Pelto

Strategic Advisers LLC

Oakdale, MN

Forest Lake, MN

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-08
MN RA APPROVED 2025-10-30
  • TX RA
    APPROVED
    Since 2026-06-08
  • MN RA
    APPROVED
    Since 2025-10-30

Branch Locations

8342 3Rd Street N, Oakdale, MN 55128-5439 • United States

Forest Lake, 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
Ground Force Chisago City MN 05/2020 08/2020
Gustavus Adolphus College St. Peter MN 03/2023 05/2025
Fidelity Investments Oakdale MN 07/2025 Present
Running Aces Casino, Hotel & Racetrack Columbus MN 05/2022 07/2025
Unemployed Forest Lake MN 07/2015 05/2020
Gustavus Adolphus St. Peter MN 08/2020 05/2022
Hy-Vee St. Peter MN 12/2023 05/2024
  • 05/2020 → 08/2020
    Ground Force
    Chisago City, MN
  • 03/2023 → 05/2025
    Gustavus Adolphus College
    St. Peter, MN
  • 07/2025 → Present
    Fidelity Investments
    Oakdale, MN
  • 05/2022 → 07/2025
    Running Aces Casino, Hotel & Racetrack
    Columbus, MN
  • 07/2015 → 05/2020
    Unemployed
    Forest Lake, MN
  • 08/2020 → 05/2022
    Gustavus Adolphus
    St. Peter, MN
  • 12/2023 → 05/2024
    Hy-Vee
    St. Peter, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-28
  • S66 Uniform Combined State Law Examination
    2025-10-28

View on SEC IAPD

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Other Investors

TROY LEMER
JENNIFER PIETKA
KYLE J. CHRISTENSEN
MICAH LANDON ZIEMKE
ANDERS AHLBERG
JAKE DAVID ULRICH
JOHN CLINTON RYDER
TYLER JEFFREY HENRICHS

Other Offices

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FREEDOM FINANCIAL PARTNERS LLC · OAKDALE, MN
LPL FINANCIAL LLC · OAKDALE, MN
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THRIVENT INVESTMENT MANAGEMENT INC. · Lake Elmo, MN
SCM INVESTMENT SERVICES · LAKE ELMO, MN
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