Best Investors Account Sign in

Emilie Kaitlyn Proulx

Strategic Advisers LLC

Brookfield, WI

Jackson, WI

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-01-19
TX RA APPROVED 2025-03-31
  • WI RA
    APPROVED
    Since 2026-01-19
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

600 N Barker Road, Brookfield, WI 53045-5982 • United States

Jackson, WI • 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 Minnetonka MN 11/2023 Present
Orgel Wealth Management Minnetonka MN 05/2023 11/2023
Kohl's Eau Claire WI 03/2023 05/2023
Festival Foods De Pere WI 06/2022 01/2023
Koerber Tissue Green Bay WI 03/2021 08/2022
Bellin Hospital Green Bay WI 04/2020 11/2020
Grapevine Cafe Green Bay WI 05/2019 01/2020
Grancare Nursing Center Green Bay WI 10/2018 04/2019
Golrusk Pet Care Center Green Bay WI 07/2017 08/2018
University Of Wisconsin-Eau Claire De Pere WI 09/2019 12/2019
University Of Wisconsin-Green Bay De Pere WI 01/2020 12/2022
De Pere High School De Pere WI 09/2015 06/2019
Hagemeister Park Greenbay WI 06/2020 09/2020
Fidelity Investments Boston MA 03/2025 Present
  • 11/2023 → Present
    Fidelity Investments
    Minnetonka, MN
  • 05/2023 → 11/2023
    Orgel Wealth Management
    Minnetonka, MN
  • 03/2023 → 05/2023
    Kohl's
    Eau Claire, WI
  • 06/2022 → 01/2023
    Festival Foods
    De Pere, WI
  • 03/2021 → 08/2022
    Koerber Tissue
    Green Bay, WI
  • 04/2020 → 11/2020
    Bellin Hospital
    Green Bay, WI
  • 05/2019 → 01/2020
    Grapevine Cafe
    Green Bay, WI
  • 10/2018 → 04/2019
    Grancare Nursing Center
    Green Bay, WI
  • 07/2017 → 08/2018
    Golrusk Pet Care Center
    Green Bay, WI
  • 09/2019 → 12/2019
    University Of Wisconsin-Eau Claire
    De Pere, WI
  • 01/2020 → 12/2022
    University Of Wisconsin-Green Bay
    De Pere, WI
  • 09/2015 → 06/2019
    De Pere High School
    De Pere, WI
  • 06/2020 → 09/2020
    Hagemeister Park
    Greenbay, WI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-03-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Minnetonka, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-16
  • S66 Uniform Combined State Law Examination
    2024-03-16
Other Names
  • Emilie Kaitlyn Bunker
  • Emilie Bunker

View on SEC IAPD

Other Firms

ANNEX WEALTH MANAGEMENT, LLC
RBC CAPITAL MARKETS, LLC
MARINER
M HOLDINGS SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
ENTASIS ASSET MANAGEMENT LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Other Investors

DEANNE E PHILLIPS
MATTHEW ROSS KRENKE
Eric Gustav Strom
Thomas James Berkholtz
Heather Christine Shutta
Jeffrey Lynn Stanich
Clayton Joel Beilfuss
Logan Alexander Kepler

Other Offices

ANNEX WEALTH MANAGEMENT, LLC · BROOKFIELD, WI
RBC CAPITAL MARKETS, LLC · BROOKFIELD, WI
MARINER · BROOKFIELD, WI
M HOLDINGS SECURITIES, INC. · Brookfield, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Brookfield, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Brookfield, WI
ENTASIS ASSET MANAGEMENT LLC · Brookfield, WI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BROOKFIELD, WI

More in Brookfield, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor