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Dane Hjeltness

Strategic Advisers LLC

Westlake, TX

Fort Worth, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

One Destiny Way, Westlake, TX 76262-8103 • United States

Fort Worth, TX • 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
Northwestern Mutual Coeur D' Alene ID 02/2018 08/2018
Gozzer Ranch Golf And Lake Resort Harrison ID 05/2017 08/2017
Navy Federal Credit Union Norfolk VA 01/2023 03/2024
Na Norfolk VA 10/2022 01/2023
Subway Moscow ID 10/2016 05/2017
Na Coeur D' Alene ID 05/2019 08/2019
At&T Hayden ID 11/2018 05/2019
Fidelity Investments Westlake TX 04/2024 Present
University Of Idaho Moscow ID 08/2014 12/2017
Na Na TX 03/2024 04/2024
Gozzer Ranch Golf And Lake Resort Harrison ID 06/2018 10/2018
Us Navy Norfolk VA 08/2019 10/2022
Na Coeur D' Alene ID 12/2017 02/2018
Na Coeur D' Alene ID 10/2018 11/2018
Fidelity Investments Boston MA 03/2025 Present
  • 02/2018 → 08/2018
    Northwestern Mutual
    Coeur D' Alene, ID
  • 05/2017 → 08/2017
    Gozzer Ranch Golf And Lake Resort
    Harrison, ID
  • 01/2023 → 03/2024
    Navy Federal Credit Union
    Norfolk, VA
  • 10/2022 → 01/2023
    Na
    Norfolk, VA
  • 10/2016 → 05/2017
    Subway
    Moscow, ID
  • 05/2019 → 08/2019
    Na
    Coeur D' Alene, ID
  • 11/2018 → 05/2019
    At&T
    Hayden, ID
  • 04/2024 → Present
    Fidelity Investments
    Westlake, TX
  • 08/2014 → 12/2017
    University Of Idaho
    Moscow, ID
  • 03/2024 → 04/2024
    Na
    Na, TX
  • 06/2018 → 10/2018
    Gozzer Ranch Golf And Lake Resort
    Harrison, ID
  • 08/2019 → 10/2022
    Us Navy
    Norfolk, VA
  • 12/2017 → 02/2018
    Na
    Coeur D' Alene, ID
  • 10/2018 → 11/2018
    Na
    Coeur D' Alene, ID
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Other Businesses

OBA-108802|OrgNmn:NinetyFive Ventures LLC|Org Addr:Witchita F,Texas,US|OBA Nature:Online Retailer - Printer NAIC|Invst Rel:N|Title:Cofounder / Owner|Duties:50% of daily activities, financial Statements, reviewing orders, packaging orders|StrtDt:04-22-24|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-15
  • S66 Uniform Combined State Law Examination
    2024-08-15
Other Names
  • Dane Kirk Hjeltness

View on SEC IAPD

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Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

More in Westlake, TX

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