Best Investors Account Sign in

Willow Fields

Strategic Advisers LLC

Edina, MN

Minnetonka, MN

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-08-19
  • MN RA
    APPROVED
    Since 2026-08-19

Branch Locations

7740 France Ave South, Edina, MN 55435-5847 • United States

Minnetonka, MN • 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
Jovie Edina MN 12/2025 01/2026
Shipt Minneapolis MN 12/2022 02/2026
Fidelity Investments Edina MN 03/2026 Present
The University Of Iowa Iowa City IA 08/2022 12/2025
Bread Garden Market Iowa City IA 08/2024 12/2024
Northrock Partners Minneapolis MN 05/2024 08/2024
Nautical Bowls Plymouth MN 04/2022 08/2024
Wayzata High School Plymouth MN 09/2018 05/2022
Lorenzo De'MEdici University Firenze 01/2025 05/2025
Northrock Partners Minneapolis MN 05/2025 08/2025
Elmars New York Pizza Plymouth MN 08/2020 12/2021
Unemployed Plymouth MN 03/2016 07/2020
Power Nutrition Iowa City IA 08/2025 10/2025
  • 12/2025 → 01/2026
    Jovie
    Edina, MN
  • 12/2022 → 02/2026
    Shipt
    Minneapolis, MN
  • 03/2026 → Present
    Fidelity Investments
    Edina, MN
  • 08/2022 → 12/2025
    The University Of Iowa
    Iowa City, IA
  • 08/2024 → 12/2024
    Bread Garden Market
    Iowa City, IA
  • 05/2024 → 08/2024
    Northrock Partners
    Minneapolis, MN
  • 04/2022 → 08/2024
    Nautical Bowls
    Plymouth, MN
  • 09/2018 → 05/2022
    Wayzata High School
    Plymouth, MN
  • 01/2025 → 05/2025
    Lorenzo De'MEdici University
    Firenze
  • 05/2025 → 08/2025
    Northrock Partners
    Minneapolis, MN
  • 08/2020 → 12/2021
    Elmars New York Pizza
    Plymouth, MN
  • 03/2016 → 07/2020
    Unemployed
    Plymouth, MN
  • 08/2025 → 10/2025
    Power Nutrition
    Iowa City, IA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-12
  • S66 Uniform Combined State Law Examination
    2026-08-12
Other Names
  • Willow Fields
  • Willow Ciera Fields

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
THOMAS LEO ADVISORY, LLC
STAIRWAY PARTNERS, LLC
MSM FINANCIAL, LLC
EDWARD JONES
U.S. BANCORP ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
O'BRIEN-STALEY PARTNERS

Other Investors

ANDREW JAMES TUFFORD
STEPHANIE MEALMAN STUART
CHARLES ROBERT COOPER
LEO CHRISTOPHER ARMS
JOSEPH ROBERT DOLAN
AARON CHRISTOPHER BALSAM
KEVIN TERHAAR
MATTHEW SCOTT MOHNING

Other Offices

LPL FINANCIAL LLC · EDINA, MN
THOMAS LEO ADVISORY, LLC · MINNEAPOLIS, MN
STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN
MSM FINANCIAL, LLC · MINNEAPOLIS, MN
STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN
EDWARD JONES · MINNEAPOLIS, MN
U.S. BANCORP ADVISORS, LLC · Edina, MN
CETERA INVESTMENT ADVISERS LLC · MINNEAPOLIS, MN

More in Edina, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor