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Will Michael Voss

Strategic Advisers LLC

Westlake, TX

Westminster, CO

Broomfield, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-05-18
TX RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2026-05-18
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

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

Westminster, CO • United States

281 E. Flatiron Crossing Dr, Broomfield, CO 80021-8055 • 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
Ameriprise Financial Services, Llc Minneapolis MN 06/2023 10/2023
Marshfield High School Marshfield WI 09/2015 08/2019
University Of Wisconsin - La Crosse La Crosse WI 09/2019 05/2023
Nasonville Dairy Marshfield WI 01/2018 08/2019
Solutionz, Llc. Marshfield WI 06/2020 08/2020
College Works Painting Marshfield WI 06/2021 08/2021
Schalow's Landscaping Marshfield WI 08/2021 08/2022
Pizza Ranch Marshfield WI 12/2020 01/2021
Fidelity Investments Minnetonka MN 11/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2023 → 10/2023
    Ameriprise Financial Services, Llc
    Minneapolis, MN
  • 09/2015 → 08/2019
    Marshfield High School
    Marshfield, WI
  • 09/2019 → 05/2023
    University Of Wisconsin - La Crosse
    La Crosse, WI
  • 01/2018 → 08/2019
    Nasonville Dairy
    Marshfield, WI
  • 06/2020 → 08/2020
    Solutionz, Llc.
    Marshfield, WI
  • 06/2021 → 08/2021
    College Works Painting
    Marshfield, WI
  • 08/2021 → 08/2022
    Schalow's Landscaping
    Marshfield, WI
  • 12/2020 → 01/2021
    Pizza Ranch
    Marshfield, WI
  • 11/2023 → Present
    Fidelity Investments
    Minnetonka, MN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-15
  • S66 Uniform Combined State Law Examination
    2023-09-15
Other Names
  • Will Michael Voss
  • Will Voss

View on SEC IAPD

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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

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