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Meghan C Kumpf

Strategic Advisers LLC

Minneapolis, MN

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-03-31
MN RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
WI RA APPROVED 2025-03-31
  • IA RA
    APPROVED
    Since 2025-03-31
  • MN RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • WI RA
    APPROVED
    Since 2025-03-31

Branch Locations

Minneapolis, 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
Thrivent Investment Management Inc Minnetonka MN 09/2015 03/2020
Thrivent Financial Appleton WI 04/2016 03/2020
Fidelity Brokerage Services Llc Minnetonka MN 03/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2015 → 03/2020
    Thrivent Investment Management Inc
    Minnetonka, MN
  • 04/2016 → 03/2020
    Thrivent Financial
    Appleton, WI
  • 03/2020 → Present
    Fidelity Brokerage Services Llc
    Minnetonka, MN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-08-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Minnetonka, MN
Other Businesses

OBA-119071|OrgNmn:Hopkins Public Schools|Org Addr:Minnetonka,Minnesota,US|OBA Nature:Varsity Head Coach|Invst Rel:N|Title:Head Coach|Duties:Coaching 7th-12th grade students gymnastics|StrtDt:11-10-25|TotHrs/mon:25|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-27
S63 Uniform Securities Agent State Law Examination 2015-10-19
  • S65 Uniform Investment Adviser Law Examination
    2020-07-27
  • S63 Uniform Securities Agent State Law Examination
    2015-10-19
Other Names
  • Meghan C Johnson

View on SEC IAPD

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