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Kristian Oliver Knudtson

Strategic Advisers LLC

Greenwood Village, CO

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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
Other Names
  • Kris O Knudtson
  • Kristian O Knudtson
  • Kristian Oliver Knudston

View on SEC IAPD

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Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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