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Timothy R Wagenknecht

Strategic Advisers LLC

Aurora, IL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • IL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Aurora, IL • 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
Fortified Financial Services, Inc. Geneva IL 05/2016 02/2018
Wealth Watch Advisors, Llc Englewood CO 12/2017 03/2018
E*Trade Securities Llc Chicago IL 03/2018 05/2021
E*Trade Capital Management Llc Chicago IL 03/2018 05/2021
Fidelity Investments Aurora IL 05/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2016 → 02/2018
    Fortified Financial Services, Inc.
    Geneva, IL
  • 12/2017 → 03/2018
    Wealth Watch Advisors, Llc
    Englewood, CO
  • 03/2018 → 05/2021
    E*Trade Securities Llc
    Chicago, IL
  • 03/2018 → 05/2021
    E*Trade Capital Management Llc
    Chicago, IL
  • 05/2021 → Present
    Fidelity Investments
    Aurora, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-08-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2018-03-09 → 2021-06-10
    Harrisdirect Llc
    Chicago, IL
    Arlington, VA
    Chicago, IL
  • 2017-12-05 → 2018-03-07
    Geneva, IL
    Englewood, CO
  • 2016-05-10 → 2017-11-29
    Fortified Financial Services, Inc.
    Geneva, IL
  • 2014-09-26 → 2016-05-03
    Woodbury Financial Services, Inc.
    Warrenville, IL
    Warrenville, IL
    Warrenville, IL
  • 2013-07-29 → 2014-10-06
    Investment Professionals, Inc.
    San Antonio, TX
    Oak Brook, IL
  • 2011-08-26 → 2013-07-30
    Lisle, IL
  • 2010-04-13 → 2011-09-07
    Waddell & Reed
    Lisle, IL
  • 2009-03-27 → 2010-04-07
    Concourse Financial Group Securities, Inc.
    Elgin, IL
Other Businesses

OBA-122156|OrgNmn:Patriot Property Partners, LLC|Org Addr:Aurora,Illinois,US|OBA Nature:LLC formed to hold future purc|Invst Rel:Y|Title:Partner|Duties:maintain property|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-01-16
  • S66 Uniform Combined State Law Examination
    2009-01-16
Other Names
  • Timothy Richard Wagenknecht
  • Timothy Wagenknecht

View on SEC IAPD

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