Richard D. Evensen

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
KY	RA	APPROVED	2026-02-06
TX	RA	APPROVED_RES	2026-02-04

KY RA
APPROVED

Since 2026-02-06
TX RA
APPROVED_RES

Since 2026-02-04

Branch Locations

Crescent Springs, KY • United States

100 Howe Drive, Covington, KY 41015-5000 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Personnel Staffing Group, Llc	Deerfield	IL	02/2017	04/2017
Casey'S	Medina	MN	12/2018	05/2019
Cengage	Independence	KY	05/2024	05/2024
Unemployed	Loretto	MN	09/2019	11/2019
Unemployed	Loretto	MN	10/2022	03/2023
Fidelity Investments	Covington	KY	05/2024	Present
Pure Pleasure	St Cloud	MN	05/2018	12/2018
Graham Moving	Howard Lake	MN	09/2016	02/2017
Unemployed	Loretto	MN	07/2022	08/2022
Chipotle	Independence	KY	03/2023	08/2023
Panera Bread	Plymouth	MN	11/2019	12/2019
Unemployed	Independence	KY	02/2024	04/2024
Tql	Erlanger	KY	04/2024	04/2024
Alliance Staffing Llc	Crystal	MN	08/2016	09/2016
Unemployed	Clearwater	MN	03/2018	05/2018
Rockler	Medina	MN	08/2022	10/2022
Davanni'S	Plymouth	MN	09/2019	07/2022
Charter Communications	Florence	KY	08/2023	02/2024
Wayzata Bar & Grill	Wayzata	MN	05/2019	09/2019
Peterson Pool & Spa	Minnetonka	MN	04/2017	03/2018

02/2017 → 04/2017

Personnel Staffing Group, Llc

Deerfield, IL
12/2018 → 05/2019

Casey'S

Medina, MN
05/2024 → 05/2024

Cengage

Independence, KY
09/2019 → 11/2019

Unemployed

Loretto, MN
10/2022 → 03/2023

Unemployed

Loretto, MN
05/2024 → Present

Fidelity Investments

Covington, KY
05/2018 → 12/2018

Pure Pleasure

St Cloud, MN
09/2016 → 02/2017

Graham Moving

Howard Lake, MN
07/2022 → 08/2022

Unemployed

Loretto, MN
03/2023 → 08/2023

Chipotle

Independence, KY
11/2019 → 12/2019

Panera Bread

Plymouth, MN
02/2024 → 04/2024

Unemployed

Independence, KY
04/2024 → 04/2024

Tql

Erlanger, KY
08/2016 → 09/2016

Alliance Staffing Llc

Crystal, MN
03/2018 → 05/2018

Unemployed

Clearwater, MN
08/2022 → 10/2022

Rockler

Medina, MN
09/2019 → 07/2022

Davanni'S

Plymouth, MN
08/2023 → 02/2024

Charter Communications

Florence, KY
05/2019 → 09/2019

Wayzata Bar & Grill

Wayzata, MN
04/2017 → 03/2018

Peterson Pool & Spa

Minnetonka, MN

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-02-02
S63	Uniform Securities Agent State Law Examination	2024-09-17

S66 Uniform Combined State Law Examination

2026-02-02
S63 Uniform Securities Agent State Law Examination

2024-09-17

Other Names

Richard D Evensen
Rick Devereaux Evensen
Richard Evensen