Nancy A. Aadalen
Professional summary
Nancy Ann Aadalen, who also goes by Nancy W Aadalen, Nancy Walstrom Aadalen, Nancy Ann Walstrom Aadalen, Nancy Ann Walstrom, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Maple Grove, Minnesota and FIDELITY BROKERAGE SERVICES LLC located in Minnetonka, Minnesota.
Nancy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Nancy has worked at 11 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Nancy Ann Aadalen's CRS (Customer Relationship Summary).
Certified licenses
Education
University of St. Thomas
Master of Business Administration (MBA) - Finance
1996
University of St. Thomas
Bachelor of Business Administration - Financial & Marketing
1990
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 11450 Wayzata Blvd, Minnetonka, MN 55305November 19, 2013 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 11450 Wayzata Blvd, Minnetonka, MN 55305July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
January 29, 2014 - July 13, 2018
STRATEGIC ADVISERS LLC
September 16, 2011 - January 9, 2012
NORTHLAND SECURITIES, INC.
June 10, 2011 - August 2, 2011
AGENCY TRADING GROUP, INC.
February 11, 2011 - June 8, 2011
BURCH & COMPANY, INC
January 2, 2009 - August 31, 2009
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.
January 2, 2008 - January 2, 2009
RIVERSOURCE DISTRIBUTORS, INC.
May 23, 1996 - July 3, 2006
IDS LIFE INSURANCE COMPANY
May 23, 1996 - December 31, 2007
AMERIPRISE FINANCIAL SERVICES, LLC
April 23, 1992 - May 6, 1996
JOHN G. KINNARD AND COMPANY, INCORPORATED
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/19/2024)
(11/19/2013)
(10/15/2018)
(9/18/2020)
(11/19/2013)
(6/4/2021)
(5/6/2022)
(10/9/2019)
(8/8/2020)
(1/7/2022)
(5/9/2022)
(6/17/2022)
(4/23/2020)
(11/19/2013)
(3/31/2025)
(3/25/2023)
(4/9/2021)
(6/6/2025)
(10/26/2017)
(9/9/2022)
(3/4/2022)
(4/28/2020)
(1/7/2022)
(6/4/2021)
(10/9/2019)
(4/9/2021)
(10/9/2019)
(3/31/2025)
(7/28/2023)
(5/20/2023)
(8/8/2020)
(11/19/2013)
Exams
FINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Maple Grove, MNTRUST BUT VERIFY
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