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Kiersten Brennan

Strategic Advisers LLC

Oconomowoc, WI

Brookfield, WI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Oconomowoc, WI • United States

600 N Barker Road, Brookfield, WI 53045-5982 • 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
Raymond James Financial Services, Inc. Waukesha WI 02/2013 10/2020
Raymond James Financial Services Advisors Inc. Waukesha WI 07/2015 10/2020
Unemployed Oconomowoc WI 05/2023 10/2024
Unemployed Iowa City IA 10/2020 05/2022
Kowal Investment Group, Llc Waukesha WI 02/2013 10/2020
Maiden Cove Capital Cape Elizabeth ME 05/2022 05/2023
Fidelity Investments Brookfield WI 10/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2013 → 10/2020
    Raymond James Financial Services, Inc.
    Waukesha, WI
  • 07/2015 → 10/2020
    Raymond James Financial Services Advisors Inc.
    Waukesha, WI
  • 05/2023 → 10/2024
    Unemployed
    Oconomowoc, WI
  • 10/2020 → 05/2022
    Unemployed
    Iowa City, IA
  • 02/2013 → 10/2020
    Kowal Investment Group, Llc
    Waukesha, WI
  • 05/2022 → 05/2023
    Maiden Cove Capital
    Cape Elizabeth, ME
  • 10/2024 → Present
    Fidelity Investments
    Brookfield, WI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-11-18
S66 Uniform Combined State Law Examination 2015-07-14
  • S63 Uniform Securities Agent State Law Examination
    2024-11-18
  • S66 Uniform Combined State Law Examination
    2015-07-14
Designations
Other Names
  • Kiersten Elizabeth Beecroft
  • Kiersten Elizabeth Brennan

View on SEC IAPD

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