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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_RES 2025-03-31
  • MN RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Saint Peter, 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
Investment Centers Of America North Mankato ND 01/2014 06/2019
Lpl Financial Llc North Mankato MN 11/2017 06/2019
Cetera Advisor Networks El Segundo CA 06/2019 11/2021
Southpoint Financial Credit Union St Peter MN 05/2019 06/2019
Fidelity Investments Merrimack NH 11/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2014 → 06/2019
    Investment Centers Of America
    North Mankato, ND
  • 11/2017 → 06/2019
    North Mankato, MN
  • 06/2019 → 11/2021
    Cetera Advisor Networks
    El Segundo, CA
  • 05/2019 → 06/2019
    Southpoint Financial Credit Union
    St Peter, MN
  • 11/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-02-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
    Saint Peter, MN
  • 2019-06-07 → 2021-12-02
    Cetera Wealth Services, Llc
    St Peter, MN
    Minnetonka, MN
    St Peter, MN
    North Mankato, MN
  • 2017-11-29 → 2019-06-03
    N. Mankato, MN
  • 2014-01-23 → 2017-11-29
    Investment Centers Of America, Inc.
    North Mankato, MN
  • 2007-08-23 → 2012-01-17
    Cuna Brokerage Services, Inc.
    Woodbury, MN
    Hugo, MN
    N St. Paul, MN
    West St. Paul, MN
    N St. Paul, MN
  • 2005-09-06 → 2007-07-19
    Wells Fargo Investments, Llc
    Saint Paul, MN
    Mankato, MN
    Mankato, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-09-01
  • S66 Uniform Combined State Law Examination
    2005-09-01
Other Names
  • Andrew William Barnick

View on SEC IAPD

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