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Tanner Windholz

Strategic Advisers LLC

Lakewood, CO

Greenwood Village, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-05-27
TX RA APPROVED 2026-05-27
  • CO RA
    APPROVED
    Since 2026-05-27
  • TX RA
    APPROVED
    Since 2026-05-27

Branch Locations

Lakewood, CO • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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 Greenwood Village CO 01/2026 Present
U.S Army/Department Of Defense Fort Riley KS 03/2021 09/2024
Bank Midwest/Nbh Bank Kansas City MO 01/2025 01/2026
Qdoba Hays KS 08/2018 12/2019
Sake2Me Sushi Rolls Hays KS 07/2017 08/2018
Red Lobster Overland Park KS 08/2024 11/2024
Cellular Sales Independence MO 11/2024 01/2025
Hays High School Hays KS 05/2015 07/2017
Buffalo Wild Wings Longmont CO 12/2019 08/2021
Ibm/Computer Task Group Boulder CO 09/2020 03/2021
Technology Integration Group/Netsource Louisville CO 07/2020 09/2020
  • 01/2026 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2021 → 09/2024
    U.S Army/Department Of Defense
    Fort Riley, KS
  • 01/2025 → 01/2026
    Bank Midwest/Nbh Bank
    Kansas City, MO
  • 08/2018 → 12/2019
    Qdoba
    Hays, KS
  • 07/2017 → 08/2018
    Sake2Me Sushi Rolls
    Hays, KS
  • 08/2024 → 11/2024
    Red Lobster
    Overland Park, KS
  • 11/2024 → 01/2025
    Cellular Sales
    Independence, MO
  • 05/2015 → 07/2017
    Hays High School
    Hays, KS
  • 12/2019 → 08/2021
    Buffalo Wild Wings
    Longmont, CO
  • 09/2020 → 03/2021
    Ibm/Computer Task Group
    Boulder, CO
  • 07/2020 → 09/2020
    Technology Integration Group/Netsource
    Louisville, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-19
  • S66 Uniform Combined State Law Examination
    2026-05-19

View on SEC IAPD

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