Kurtis F. Kallien
STRATEGIC ADVISERS LLC | Vice President, Wealth Planner
BEAVERTON, OR
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CRD#: 2711337
Professional summary
Kurtis Frederick Kallien, CFP®, who also goes by Kurt Kallien, Kurtis Kallien, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Beaverton, Oregon and FIDELITY BROKERAGE SERVICES LLC located in Tigard, Oregon.
Kurtis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Kurtis has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 24 and Series 4 exams.
Biography
I strive to help individuals and families improve their financial lives. Through active and an ongoing engagement process, I gain a deep understanding of my client's unique goals and challenges, and help craft comprehensive plans which provide my client's confidence to work toward the lifestyle they desire.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kurt Kallien | Kurtis Kallien
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OBA-112108|OrgNmn:Senior Bowl|Org Addr:Mobile,Alabama,US|OBA Nature:College football bowl game|Invst Rel:N|Title:Scout|Duties:Travel to colleges to attend and scout football games. Produce video used for player recruiting purposes. Develop scouting reports of football|StrtDt:08-20-24|TotHrs/mon:25|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Kurtis Frederick Kallien's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Education
University of Oregon
Bachelor of Science (BS) - Dual Major: Finance, Marketing
1990
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224RIA
CRD#: 104555
BEAVERTON, OR
Current
November 8, 2018 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224BD
CRD#: 7784
Tigard, OR
Past
November 27, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
TIGARD, OR
Past
August 4, 2017 - March 8, 2018
SCOTTRADE INVESTMENT MANAGEMENT
RIA
CRD#: 169988
SAINT LOUIS, MO
Past
October 11, 2004 - March 8, 2018
SCOTTRADE, INC.
BD
CRD#: 8206
PORTLAND, OR
Past
August 28, 1996 - June 8, 2004
AMERITRADE NORTHWEST, INC.
BD
CRD#: 10215
PORTLAND, OR
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(2/9/2022)
RR
Alaska(3/9/2020)
RR
Arizona(3/6/2019)
RR
California(3/6/2019)
RR
Colorado(2/9/2022)
RR
Connecticut(4/23/2020)
RR
District of Columbia(2/9/2022)
RR
Florida(2/12/2021)
RR
Georgia(4/29/2024)
RR
Hawaii(2/25/2022)
RR
Idaho(11/8/2018)
RR
Illinois(9/18/2020)
RR
Kentucky(1/9/2025)
RR
Maryland(11/11/2024)
RR
Massachusetts(5/28/2020)
RR
Minnesota(3/4/2022)
RR
Missouri(3/4/2022)
RR
Montana(2/4/2019)
RR
Nevada(4/29/2024)
RR
New Mexico(2/9/2022)
RR
New York(4/23/2020)
RR
North Carolina(7/21/2023)
RR
North Dakota(9/10/2021)
RR
Oklahoma(3/4/2022)
RR
Oregon(11/8/2018)
IAR
Oregon(3/31/2025)
RR
South Carolina(8/13/2021)
RR
South Dakota(1/9/2023)
RR
Tennessee(4/23/2020)
RR
Texas(1/22/2020)
IAR
Texas(3/31/2025)
RR
Utah(10/8/2021)
RR
Virginia(2/9/2022)
RR
Washington(11/8/2018)
RR
Wisconsin(2/9/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Wealth PlannerCRD#: 104555Beaverton, ORTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
