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Kelsey Schultz

Strategic Advisers LLC

Edina, MN

Wyoming, MN

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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 2025-06-19
MN RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-06-19
  • MN RA
    APPROVED
    Since 2025-03-31

Branch Locations

7740 France Ave South, Edina, MN 55435-5847 • United States

Wyoming, MN • 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
Lifespark Senior Living St. Louis Park MN 08/2021 07/2022
Tealwood Senior Living Bloomington MN 01/2013 08/2021
Thrivent Investment Management Inc Minneapolis MN 06/2022 11/2023
Thrivent Financial Appleton WI 07/2022 01/2023
Thrivent Financial Appleton WI 01/2023 11/2023
Fidelity Investments Edina MN 11/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → 07/2022
    Lifespark Senior Living
    St. Louis Park, MN
  • 01/2013 → 08/2021
    Tealwood Senior Living
    Bloomington, MN
  • 06/2022 → 11/2023
    Thrivent Investment Management Inc
    Minneapolis, MN
  • 07/2022 → 01/2023
    Thrivent Financial
    Appleton, WI
  • 01/2023 → 11/2023
    Thrivent Financial
    Appleton, WI
  • 11/2023 → Present
    Fidelity Investments
    Edina, MN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-12-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Edina, MN
  • 2022-09-06 → 2023-11-24
    Thrivent Investment Management Inc.
    Minneapolis, MN
    Minneapolis, MN
    Forest Lake, MN
Other Businesses

OBA-111549|OrgNmn:Builders Property Management, LLC |Org Addr:Wyoming,Minnesota,US|OBA Nature:Property Management (land)|Invst Rel:Y|Title:Partner|Duties:Minimal - pay annual property taxes on land |StrtDt:07-03-24|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-02
  • S66 Uniform Combined State Law Examination
    2022-09-02
Other Names
  • Kelsey Ann Callahan
  • Kelsey Ann Schultz

View on SEC IAPD

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U.S. BANCORP ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
O'BRIEN-STALEY PARTNERS

Other Investors

ANDREW JAMES TUFFORD
STEPHANIE MEALMAN STUART
CHARLES ROBERT COOPER
LEO CHRISTOPHER ARMS
JOSEPH ROBERT DOLAN
AARON CHRISTOPHER BALSAM
KEVIN TERHAAR
MATTHEW SCOTT MOHNING

Other Offices

LPL FINANCIAL LLC · EDINA, MN
THOMAS LEO ADVISORY, LLC · MINNEAPOLIS, MN
STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN
MSM FINANCIAL, LLC · MINNEAPOLIS, MN
STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN
EDWARD JONES · MINNEAPOLIS, MN
U.S. BANCORP ADVISORS, LLC · Edina, MN
CETERA INVESTMENT ADVISERS LLC · MINNEAPOLIS, MN

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