Steven Kroeschen, financial advisor Greenwood Village CO
93 score

Steven Kroeschen

CRD Number: 5369067
Current Firm: Strategic Advisers, Inc.

Steven Kroeschen (CRD# 5369067) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Greenwood Village, CO and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Schaumburg, IL Apr 2011 - Current 5
Fifth Third Securities Chicago, IL Jul 2010 - Apr 2011 < 1
Fifth Third Chicago, IL Jun 2010 - Apr 2011 < 1
Unemployment Mt. Prospect, IL Dec 2009 - Jun 2010 < 1
Edward Jones St. Louis, MO Oct 2007 - Dec 2009 2
Edward Jones Bloomington, IL Jun 2007 - Oct 2007 < 1
Illinois State University Normal, IL Aug 2003 - May 2007 3
World Gourmet Foods Bloomington, IL Aug 2006 - Apr 2007 < 1
United Parcel Service Bloomington, IL Jan 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2008
Contact Info for Steven D. Kroeschen
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • CO
  • TX
  • IL
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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