Lara Stehlik

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 08/2018
  Edward Jones
  St Louis, MO
• 08/2018 → 08/2021
  Edward Jones
  St Louis, MO
• 08/2021 → Present
  Fidelity Investments
  Orland Park, IL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-09-08 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Orland Park, IL
• 2018-10-08 → 2021-08-12
  Edward Jones
  Channahon, IL
  St Louis, MO
  Channahon, IL
  Minooka, IL
  Channahon, IL

Other Businesses

OBA-133199|OrgNmn:Kaplan, Adjunct Faculty, Graduate Degree Programs|Org Addr:Channahon,Illinois,US|OBA Nature:Part-time adjunct faculty posi|Invst Rel:Y|Title:Employee|Duties:Part-time adjunct faculty member teaching CFP® and financial planning coursework. Duties include instruction, student mentoring, grading, and |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2018-10-05
• S63 Uniform Securities Agent State Law Examination
  2014-11-24

Other Names

• Lara Stehlik
• Lara Tessler
• Lara Elizabeth Stehlik