Best Investors Account Sign in

Kazuma Bals

Strategic Advisers LLC

Northville, MI

Novi, MI

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Northville, MI • United States

44244 West 12 Mile Road Suite 100, Novi, MI 48377-2616 • 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
Hartland High School Hartland MI 09/2014 06/2018
Highlands Residential Mortgage Brighton MI 06/2021 06/2022
The Majestic At Lake Walden Hartland MI 04/2020 08/2020
Usa Mortgage Brighton MI 06/2022 02/2024
The Majestic At Lake Walden Hartland MI 06/2019 08/2019
Unemployed Howell MI 07/2018 08/2018
Northwood University Midland MI 09/2020 05/2021
Northwood University Midland MI 08/2018 05/2022
Fidelity Investments Novi MI 02/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2014 → 06/2018
    Hartland High School
    Hartland, MI
  • 06/2021 → 06/2022
    Highlands Residential Mortgage
    Brighton, MI
  • 04/2020 → 08/2020
    The Majestic At Lake Walden
    Hartland, MI
  • 06/2022 → 02/2024
    Usa Mortgage
    Brighton, MI
  • 06/2019 → 08/2019
    The Majestic At Lake Walden
    Hartland, MI
  • 07/2018 → 08/2018
    Unemployed
    Howell, MI
  • 09/2020 → 05/2021
    Northwood University
    Midland, MI
  • 08/2018 → 05/2022
    Northwood University
    Midland, MI
  • 02/2024 → Present
    Fidelity Investments
    Novi, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-07-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Novi, MI
    Howell, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-25
  • S66 Uniform Combined State Law Examination
    2024-06-25
Other Names
  • Kazuma Bals
  • Kazi Bals
  • Kazuma Victor Bals

View on SEC IAPD

More in Northville, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor