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Kristian Oliver Knudtson

Strategic Advisers LLC

Greenwood Village, CO

CRD 5121047

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-02-01
TX RA APPROVED 2024-02-01
  • CO RA
    APPROVED
    Since 2024-02-01
  • TX RA
    APPROVED
    Since 2024-02-01

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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
Strategic Advisers Inc Greenwood Village CO 07/2021 Present
Charles Schwab Investment Management Lone Tree CO 06/2017 07/2021
Empower Retirement (Great West Financial) Greenwood Village CO 10/2014 06/2017
  • 07/2021 → Present
    Strategic Advisers Inc
    Greenwood Village, CO
  • 06/2017 → 07/2021
    Charles Schwab Investment Management
    Lone Tree, CO
  • 10/2014 → 06/2017
    Empower Retirement (Great West Financial)
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-01-14
  • S66 Uniform Combined State Law Examination
    2011-01-14
Designations
  • Chartered Financial Analyst
Other Names
  • Kris O Knudtson
  • Kristian O Knudtson
  • Kristian Oliver Knudston

View on SEC IAPD

Nearby Firms

DODDS WEALTH, LLC
MARSHALL INVESTMENT MANAGEMENT, LLC
AXS CAPITAL, LLC

Nearby Investors

BRENNAN PAUL PATE
JOHN MICHAEL DODDS
Natalie Ford

Nearby Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO

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