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Nicole Ovstedal

Strategic Advisers LLC

Lynnwood, WA

Edmonds, WA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

18825 33Rd Ave W Ste 200, Lynnwood, WA 98036-4747 • United States

Edmonds, WA • 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
Berthel Fisher & Company Financial Services, Inc. Twin Falls ID 10/2013 10/2022
Berthel Fisher & Company Planning Inc Twin Falls ID 07/2015 10/2022
Fidelity Investments Lynnwood WA 10/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2013 → 10/2022
    Berthel Fisher & Company Financial Services, Inc.
    Twin Falls, ID
  • 07/2015 → 10/2022
    Berthel Fisher & Company Planning Inc
    Twin Falls, ID
  • 10/2022 → Present
    Fidelity Investments
    Lynnwood, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Lynnwood, WA
  • 2015-07-01 → 2022-09-30
    Bfc Planning, Inc.
    Twin Falls, ID
    Cedar Rapids, IA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-01-28
  • S66 Uniform Combined State Law Examination
    2014-01-28
Other Names
  • Nicole Ovstedal
  • Nicole Pridey
  • Nicole Ann Ovstedal

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · LYNNWOOD, WA
COMPREHENSIVE WEALTH MANAGEMENT · LYNNWOOD, WA
LPL FINANCIAL LLC · LYNNWOOD, WA
KESTRA ADVISORY SERVICES, LLC · Lynnwood, WA
VALIC FINANCIAL ADVISORS, INC. · LYNNWOOD, WA
COMPREHENSIVE WEALTH MANAGEMENT · LYNNWOOD, WA
CAPITAL INVESTMENT SERVICES, LLC · LYNNWOOD, WA
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