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Aaron Henrichsen

Strategic Advisers LLC

Fort Collins, CO

Greeley, 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

3100 S. College Ave Suite 110, Fort Collins, CO 80525-2654 • United States

Greeley, 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
Penn State University, Business Finance Department University Park PA 08/2012 06/2017
Pepperdine University Malibu CA 06/2017 07/2017
University Of Northern Colorado Greeley CO 08/2017 07/2022
Unemployed Greeley CO 08/2022 12/2022
Fidelity Investments Greenwood Village CO 01/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2012 → 06/2017
    Penn State University, Business Finance Department
    University Park, PA
  • 06/2017 → 07/2017
    Pepperdine University
    Malibu, CA
  • 08/2017 → 07/2022
    University Of Northern Colorado
    Greeley, CO
  • 08/2022 → 12/2022
    Unemployed
    Greeley, CO
  • 01/2023 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-03-31
S65 Uniform Investment Adviser Law Examination 2022-11-15
  • S63 Uniform Securities Agent State Law Examination
    2023-03-31
  • S65 Uniform Investment Adviser Law Examination
    2022-11-15
Other Names
  • Aaron Peter Henrichsen
  • Aaron Henrichsen

View on SEC IAPD

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