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Raeann Klimesh

Strategic Advisers LLC

Greenwood Village, CO

Centennial, 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 2025-03-31
TX RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Centennial, CO • 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
Loras College Ia IA 08/2016 05/2020
Fidelity Investments Greenwood Village CO 08/2023 Present
City Of Calmar Ia IA 05/2014 08/2018
Caroline'S At The Hotel Julien Dubuque Ia IA 08/2017 12/2018
30 Hop, Llc Ia IA 07/2020 07/2021
Fidelity Bank & Trust Iowa IA 06/2019 09/2022
Geeks Who Drink Denver CO 02/2024 04/2024
University Of Iowa Hospitals & Clinics Iowa IA 10/2022 07/2023
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 05/2020
    Loras College
    Ia, IA
  • 08/2023 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 05/2014 → 08/2018
    City Of Calmar
    Ia, IA
  • 08/2017 → 12/2018
    Caroline'S At The Hotel Julien Dubuque
    Ia, IA
  • 07/2020 → 07/2021
    30 Hop, Llc
    Ia, IA
  • 06/2019 → 09/2022
    Fidelity Bank & Trust
    Iowa, IA
  • 02/2024 → 04/2024
    Geeks Who Drink
    Denver, CO
  • 10/2022 → 07/2023
    University Of Iowa Hospitals & Clinics
    Iowa, IA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-07-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
    Denver, CO
Other Businesses

OBA-108040|OrgNmn:GEEKS WHO DRINK, LLC|Org Addr:DENVER,Colorado,US|OBA Nature:TRIVIA COMPANY, Part time triv|Invst Rel:N|Title:Employee|Duties:part time trivia sub host|StrtDt:03-01-24|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-17
  • S66 Uniform Combined State Law Examination
    2024-07-17

View on SEC IAPD

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DENNIS EDWARD MARSHALL

Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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