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Michael Patrick Gerard Koelzer

Strategic Advisers LLC

Greenwood Village, CO

Centennial, 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 2025-03-31
TX RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Centennial, CO • 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
Doordash Inc San Fransico CA 10/2020 02/2022
Unemployed Denver CO 06/2020 10/2020
Coors Distributing Company Denver CO 09/2019 06/2020
Unemployed Denver CO 05/2019 09/2019
Joe's Brewery Champaign IL 04/2017 05/2019
University Of Illinois Urbana-Champaign Champiagn IL 08/2015 05/2019
Fidelity Investments Greenwood Village CO 02/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2020 → 02/2022
    Doordash Inc
    San Fransico, CA
  • 06/2020 → 10/2020
    Unemployed
    Denver, CO
  • 09/2019 → 06/2020
    Coors Distributing Company
    Denver, CO
  • 05/2019 → 09/2019
    Unemployed
    Denver, CO
  • 04/2017 → 05/2019
    Joe's Brewery
    Champaign, IL
  • 08/2015 → 05/2019
    University Of Illinois Urbana-Champaign
    Champiagn, IL
  • 02/2022 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Other Businesses

OBA-66528|OrgNmn:DoorDash|Org Addr:San Franci,California,US|OBA Nature:Delivery Driuver Service |Invst Rel:N|Title:Independent Contractor|Duties:Delivery Driver |StrtDt:02-16-22|TotHrs/mon:20|TrdHrs/mon:0|OBA-116477|OrgNmn:Mike Koelzer LLC|Org Addr:Denver,Colorado,US|OBA Nature:Yoga Teaching |Invst Rel:N|Title:Sole Proprietor|Duties:Teaching yoga |StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-07
S63 Uniform Securities Agent State Law Examination 2022-08-18
  • S66 Uniform Combined State Law Examination
    2023-04-07
  • S63 Uniform Securities Agent State Law Examination
    2022-08-18
Other Names
  • Michael Patrick Gerard Koelzer
  • Michael Patrick Gerar Koelzer

View on SEC IAPD

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RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
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LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
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