Keira Tollefsrud

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

• 09/2023 → Present
  Fidelity Investments
  Denver, CO
• 03/2023 → 05/2023
  Elite Medical & Aesthetics
  Lonetree, CO
• 08/2022 → 03/2023
  Advanced Chiropractic Clinic
  Parker, CO
• 09/2019 → 04/2020
  Parker United Methodist Church
  Parker, CO
• 04/2018 → 10/2018
  Burn Bootcamp
  Parker, CO
• 04/2014 → 04/2021
  Plexus Worldwide
  Scottsdale, AZ
• 01/2015 → 07/2022
  Homemaker
  Parker, CO
• 06/2023 → 08/2023
  Unemployed
  Parker, CO

Other Businesses

OBA-102746|OrgNmn:KT Photography|Org Addr:Parker,Colorado,US|OBA Nature:Photography Business|Invst Rel:N|Title:Owner|Duties:Photo shoots and editing |StrtDt:09-30-21|TotHrs/mon:5|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2025-10-03
• S63 Uniform Securities Agent State Law Examination
  2024-01-26