Laura Kaelin, financial advisor Salt Lake City UT
90 score

Laura Kaelin

CRD Number: 6147190
Current Firm: Strategic Advisers, Inc.

Laura Kaelin (CRD# 6147190) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments American Fork, UT Dec 2012 - Current 4
Unemployed Lehi, UT Aug 2012 - Dec 2012 < 1
Easter Seals Of New Jersey East Brunswick, NJ Jan 2012 - Jul 2012 < 1
Robert Half Company Woodbridge, NJ Aug 2011 - Jan 2012 < 1
Art.com Raleigh, NC May 2011 - Aug 2011 < 1
Studio One Dance North Little Rock, AR Sep 2010 - Feb 2011 < 1
Ideal Fitness Carol Stream, IL Feb 2010 - Aug 2010 < 1
Unemployed Little Rock, AR Feb 2010 - May 2010 < 1
Cystic Fibrosis Foundation Salt Lake City, UT Oct 2007 - Feb 2010 2
Hatch, James, & Dodge Salt Lake City, UT May 2007 - Oct 2007 < 1
Richard Frandsen, P.c. Sandy, UT Sep 2006 - May 2007 < 1
Administrative Services Group, LLC Salt Lake City, UT Mar 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2013
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Laura E. Kaelin
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • TX
  • UT
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
90
Clean Record
This advisor has a clean track record with regulators.

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