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Grant Bolender

Strategic Advisers LLC

Schaumburg, IL

Fox Lake, IL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-07
IL RA APPROVED 2026-08-03
  • TX RA
    APPROVED
    Since 2026-08-07
  • IL RA
    APPROVED
    Since 2026-08-03

Branch Locations

1750 E Golf Road Suite 100, Schaumburg, IL 60173-5835 • United States

Fox Lake, IL • 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
Equitable Advisors Deerfield IL 10/2023 06/2024
Remax All Pro Bloomingdale IL 08/2018 02/2023
Fidelity Investments Schaumburg IL 06/2026 Present
Vestgen Wealth Partners South Barrington IL 07/2024 05/2026
Jimmy John'S South Elgin IL 05/2016 07/2018
Northwestern Mutual Schaumburg IL 03/2023 09/2023
  • 10/2023 → 06/2024
    Equitable Advisors
    Deerfield, IL
  • 08/2018 → 02/2023
    Remax All Pro
    Bloomingdale, IL
  • 06/2026 → Present
    Fidelity Investments
    Schaumburg, IL
  • 07/2024 → 05/2026
    Vestgen Wealth Partners
    South Barrington, IL
  • 05/2016 → 07/2018
    Jimmy John'S
    South Elgin, IL
  • 03/2023 → 09/2023
    Northwestern Mutual
    Schaumburg, IL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-10
S63 Uniform Securities Agent State Law Examination 2023-06-02
  • S65 Uniform Investment Adviser Law Examination
    2025-03-10
  • S63 Uniform Securities Agent State Law Examination
    2023-06-02
Other Names
  • Grant Bolender

View on SEC IAPD

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MARINER INDEPENDENT
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ASCENTIS INDEPENDENT ADVISORS, LLC

Other Investors

JOHN HERMAN COX
MICHAEL MYLES HARLAN
GREGORY ALLAN KATZMAN
MICHAEL JUDE MASCIOPINTO
CLAIRE MARIE KENT
Michael E Burdick
GEOFFREY THOMAS WHARTON
PAUL PHILLIP KACZMARCZYK

Other Offices

COX FINANCIAL GROUP, LTD. · SCHAUMBURG, IL
CETERA INVESTMENT ADVISERS LLC · SCHAUMBURG, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Schaumburg, IL
WORLD EQUITY GROUP, INC. · Schaumburg, IL
BANKERS LIFE ADVISORY SERVICES, INC. · Schaumburg, IL
BANKERS LIFE ADVISORY SERVICES, INC. · SCHAUMBURG, IL
MARINER INDEPENDENT · Schaumburg, IL
NAVARRO ASSET MANAGEMENT, LLC · SCHAUMBURG, IL

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