Colin Hietapelto

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2019 → 06/2021
  Tiaa
  Denver, CO
• 09/2019 → 06/2021
  Tiaa-Cref Individual And Institutional Services, Llc
  Denver, CO
• 08/2017 → 05/2019
  Park State Bank
  Duluth, MN
• 06/2018 → 08/2018
  Edward Jones
  Lakeville, MN
• 06/2016 → 09/2016
  Sam's Club Gnesen Community Center
  Hermantown, MN
• 08/2021 → Present
  Fidelity Investments
  Edina, MN
• 09/2014 → 06/2019
  University Of Minnesota Duluth
  Duluth, MN
• 06/2021 → 08/2021
  Unemployed
  Denver, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-01-09 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Edina, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-05-26
• S63 Uniform Securities Agent State Law Examination
  2019-11-01

Other Names

• Colin Hietapelto
• Colin Andrew Hietapelto