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Brogan Etten

Strategic Advisers LLC

Brookfield, WI

Milwaukee, WI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-07-21
  • WI RA
    APPROVED
    Since 2026-07-21

Branch Locations

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

Milwaukee, 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
Doyles Pub Richmond IL 05/2011 01/2023
Docs On The Fox Waterford WI 05/2018 01/2019
Milwaukee Area Parent Services Milwaukee WI 10/2018 05/2019
Dc Cobbs Mchenry IL 05/2022 08/2022
Fidelity Investments Brookfield WI 03/2026 Present
Children'S Wisconsin Community Services Milwaukee WI 06/2019 11/2021
Sirona Recovery Milwaukee WI 10/2022 03/2026
Wisconsin Athletic Club Greenfield WI 02/2024 03/2026
  • 05/2011 → 01/2023
    Doyles Pub
    Richmond, IL
  • 05/2018 → 01/2019
    Docs On The Fox
    Waterford, WI
  • 10/2018 → 05/2019
    Milwaukee Area Parent Services
    Milwaukee, WI
  • 05/2022 → 08/2022
    Dc Cobbs
    Mchenry, IL
  • 03/2026 → Present
    Fidelity Investments
    Brookfield, WI
  • 06/2019 → 11/2021
    Children'S Wisconsin Community Services
    Milwaukee, WI
  • 10/2022 → 03/2026
    Sirona Recovery
    Milwaukee, WI
  • 02/2024 → 03/2026
    Wisconsin Athletic Club
    Greenfield, WI
Other Businesses

OBA-128143|OrgNmn:Wisconsin Athletic Club|Org Addr:Greenfield,Wisconsin,US|OBA Nature:Athletic Club|Invst Rel:N|Title:Front Desk Staff|Duties:Checking customers in|StrtDt:02-14-24|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-16
  • S66 Uniform Combined State Law Examination
    2026-07-16

View on SEC IAPD

Other Firms

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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

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