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Michael Viele

Strategic Advisers LLC

Indianapolis, IN

Carmel, IN

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-14
IN RA APPROVED 2025-06-20
  • TX RA
    APPROVED
    Since 2026-03-14
  • IN RA
    APPROVED
    Since 2025-06-20

Branch Locations

8480 Keystone Crossing, Indianapolis, IN 46240-2437 • United States

Carmel, IN • 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
Hamilton Southeastern High School Fishers IN 08/2016 05/2020
C.R. Heroes Fishers IN 01/2019 11/2019
Brokers International Urbandale IA 05/2023 07/2023
U-Haul Indianapolis IN 04/2020 03/2025
Fidelity Investments Indianapolis IN 03/2025 Present
Kilroys On Kirkwood Bloomington IN 03/2023 03/2024
  • 08/2016 → 05/2020
    Hamilton Southeastern High School
    Fishers, IN
  • 01/2019 → 11/2019
    C.R. Heroes
    Fishers, IN
  • 05/2023 → 07/2023
    Brokers International
    Urbandale, IA
  • 04/2020 → 03/2025
    U-Haul
    Indianapolis, IN
  • 03/2025 → Present
    Fidelity Investments
    Indianapolis, IN
  • 03/2023 → 03/2024
    Kilroys On Kirkwood
    Bloomington, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-16
  • S66 Uniform Combined State Law Examination
    2025-06-16
Other Names
  • Michael Patrick Viele

View on SEC IAPD

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AARON JAMES PETTERSEN
HOLLY MARIE WHARTON

Other Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
NORTHWEST FINANCIAL SERVICES INC · Indianapolis, IN
INVESTMENT ADVISORS OF INDIANAPOLIS INC · INDIANAPOLIS, IN
BAXTER CAPITAL MANAGEMENT INC · INDIANAPOLIS, IN

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