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Brandon Lokken

Strategic Advisers LLC

Grand Blanc, MI

Flushing, MI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-08
MI RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-01-08
  • MI RA
    APPROVED
    Since 2025-03-31

Branch Locations

10811 S Saginaw St, Grand Blanc, MI 48439-2706 • United States

Flushing, MI • 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
Lake Superior State University| Mi MI 06/2014 06/2024
Fidelity Investments Troy MI 06/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2014 → 06/2024
    Lake Superior State University|
    Mi, MI
  • 06/2024 → Present
    Fidelity Investments
    Troy, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Troy, MI
    Williamsburg, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-18
  • S66 Uniform Combined State Law Examination
    2024-11-18

View on SEC IAPD

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