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Brady Michial Gerritson

Strategic Advisers LLC

Brookfield, WI

Fond Du Lac, WI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-24
WI RA APPROVED 2026-08-24
  • TX RA
    APPROVED
    Since 2026-08-24
  • WI RA
    APPROVED
    Since 2026-08-24

Branch Locations

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

Fond Du Lac, 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
Helens Kitchen Waupun WI 10/2014 03/2020
Bci Burke Fond Du Lac WI 05/2024 08/2024
Waupun High School Waupun WI 09/2015 06/2021
Walmart Fond Du Lac WI 06/2020 09/2020
University Of Wisconsin Madison Madison WI 09/2021 06/2025
Fidelity Investments Covington KY 06/2025 Present
J F Ahern Co Fond Du Lac WI 05/2023 08/2023
City Of Fond Du Lac Fond Du Lac WI 06/2021 08/2021
Self Employed Waupun WI 08/2015 02/2020
Mercury Marine Fond Du Lac WI 06/2022 08/2022
Fondy Sports Park Fond Du Lac WI 06/2019 08/2019
  • 10/2014 → 03/2020
    Helens Kitchen
    Waupun, WI
  • 05/2024 → 08/2024
    Bci Burke
    Fond Du Lac, WI
  • 09/2015 → 06/2021
    Waupun High School
    Waupun, WI
  • 06/2020 → 09/2020
    Walmart
    Fond Du Lac, WI
  • 09/2021 → 06/2025
    University Of Wisconsin Madison
    Madison, WI
  • 06/2025 → Present
    Fidelity Investments
    Covington, KY
  • 05/2023 → 08/2023
    J F Ahern Co
    Fond Du Lac, WI
  • 06/2021 → 08/2021
    City Of Fond Du Lac
    Fond Du Lac, WI
  • 08/2015 → 02/2020
    Self Employed
    Waupun, WI
  • 06/2022 → 08/2022
    Mercury Marine
    Fond Du Lac, WI
  • 06/2019 → 08/2019
    Fondy Sports Park
    Fond Du Lac, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-14
S63 Uniform Securities Agent State Law Examination 2025-08-28
  • S66 Uniform Combined State Law Examination
    2026-08-14
  • S63 Uniform Securities Agent State Law Examination
    2025-08-28
Other Names
  • Brady Gerritson

View on SEC IAPD

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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

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