Best Investors Account Sign in

Luke Thelen

Strategic Advisers LLC

Covington, KY

Fort Wright, KY

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Fort Wright, KY • 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
Fidelity Investments Covington KY 06/2022 Present
Spring Hill College Mobile AL 08/2021 05/2022
Financial Fitness App Covington KY 05/2021 08/2021
Spring Hill College Mobile AL 08/2020 05/2021
University Of Cincinnati Cincinnati OH 08/2019 05/2020
Technical Youth Llc Indianapolis IN 05/2019 09/2019
Spring Hill College Mobile AL 08/2018 05/2019
Pomeroy Technologies, Llc Hebron KY 05/2018 08/2018
Covington Catholic High School Park Hills KY 08/2017 05/2018
Pomeroy Technologies, Llc Hebron KY 05/2017 08/2017
Covington Catholic High School Park Hills KY 08/2014 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → Present
    Fidelity Investments
    Covington, KY
  • 08/2021 → 05/2022
    Spring Hill College
    Mobile, AL
  • 05/2021 → 08/2021
    Financial Fitness App
    Covington, KY
  • 08/2020 → 05/2021
    Spring Hill College
    Mobile, AL
  • 08/2019 → 05/2020
    University Of Cincinnati
    Cincinnati, OH
  • 05/2019 → 09/2019
    Technical Youth Llc
    Indianapolis, IN
  • 08/2018 → 05/2019
    Spring Hill College
    Mobile, AL
  • 05/2018 → 08/2018
    Pomeroy Technologies, Llc
    Hebron, KY
  • 08/2017 → 05/2018
    Covington Catholic High School
    Park Hills, KY
  • 05/2017 → 08/2017
    Pomeroy Technologies, Llc
    Hebron, KY
  • 08/2014 → 05/2017
    Covington Catholic High School
    Park Hills, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-28
  • S66 Uniform Combined State Law Examination
    2023-03-28
Other Names
  • Luke Andrew Thelen
  • Luke Thelen

View on SEC IAPD

Other Firms

PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ROBERT W. BAIRD & CO. INCORPORATED
EP WEALTH ADVISORS
DEAN DORTON WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
W&S BROKERAGE SERVICES, INC.
LPL FINANCIAL LLC

Other Investors

ALEX CHISHOLM
CHRISTOPHER M HATFIELD
JOSEPH D QUIGLEY
BERNARD WILLIAM WESSELMAN
DUSTIN WATKINS
TIMOTHY J WALLIN
JAIME MARIE LANHAM
DONALD W STEWART

Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
EP WEALTH ADVISORS · Fort Wright, KY
DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
EP WEALTH ADVISORS · FORT WRIGHT, KY

More in Covington, KY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor