Bradley D. Boogren

Employer firm

Mariner Independent CRD 305418

$7.34B regulatory AUM 47 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

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

Current Employers

Employment History

• 06/2004 → 05/2026
  Fidelity Insurance Agency Holdings Inc
  Boston, MA
• 12/2009 → 08/2026
  Strategic Advisers, Inc.
  Birmingham, MI
• 07/2018 → 05/2026
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → 05/2026
  Fidelity Investments
  Boston, MA
• 08/2026 → Present
  Fortitude Financial Partners
  Milford, MI
• 08/2026 → Present
  Mariner Platform Solutions
  Overland Park, KS

Previous Registrations

• 2025-03-31 → 2026-06-17
  Strategic Advisers Llc
  Flushing, MI
  Grand Blanc, MI
  Boston, MA
• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Grand Blanc, MI
  Flushing, MI
• 2010-06-04 → 2018-07-13
  Strategic Advisers Llc
  Farmington, MI
  Birmingham, MI
  Flint, MI
  Grand Blanc, MI

Other Businesses

Fortitude Financial Partners; Investment related, Milford, MI, Offering investment services through Mariner Platform Solutions, start date; 08/2026, 160 hours per month during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-05-06
• S66 Uniform Combined State Law Examination
  2006-12-29
• S63 Uniform Securities Agent State Law Examination
  2004-01-21

Other Names

• Bradley D Boogren
• Bradley David Boogren