Patricia A. Meland
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
PLYMOUTH, MN
Some features on this profile are disabled
CRD#: 4355455
Professional summary
Patricia Ann Meland, CFP®, who also goes by Patricia Ann Meland, Patricia Ann Olsen, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Plymouth, Minnesota and FIDELITY BROKERAGE SERVICES LLC located in Minnetonka, Minnesota.
Patricia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Patricia has worked at 9 firms and has passed the Series 63, SIE and Series 7 exams.
Biography
Money is a powerful tool in our life and I help my clients use it intentionally. Understanding where you are today and where you want to go is the first step. Together we will develop a personal financial plan, then execute on the choices that will effectively help grow and protect your wealth. My goal is to be a trusted partner, adding confidence and peace of mind thru all of life transitions. Aligning client's wealth with their goals and values for two decades has been very rewarding.
Question & Answer
What are your service offerings?
Insurance Planning
Estate Planning
Retirement Planning
Retirement Income Management
Comprehensive Financial Planni...
Investment Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Patricia Ann Meland | Patricia Ann Olsen
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Patricia Ann Meland'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®
CFP®
Start date: 2007
Education
University of Minnesota
AAS - Hotel Management
1981
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 11450 Wayzata Blvd, Minnetonka, MN 55305RIA
CRD#: 104555
PLYMOUTH, MN
Current
July 12, 2013 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 11450 Wayzata Blvd, Minnetonka, MN 55305BD
CRD#: 7784
Minnetonka, MN
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
PLYMOUTH, MN
Past
August 27, 2013 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
MINNETONKA, MN
Past
March 18, 2013 - June 17, 2013
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
MINNEAPOLIS, MN
Past
February 11, 2005 - March 18, 2013
VOYA FINANCIAL PARTNERS, LLC
BD
CRD#: 34815
MINNEAPOLIS, MN
Past
May 28, 2004 - December 31, 2004
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
DES MOINES, IA
Past
December 1, 2003 - April 23, 2004
STATE FARM VP MANAGEMENT CORP.
BD
CRD#: 43036
BLOOMINGTON, IL
Past
December 4, 2001 - July 15, 2003
WADDELL & REED
BD
CRD#: 866
OVERLAND PARK, KS
Past
April 16, 2001 - November 29, 2001
AEGIS INVESTMENTS, INC.
BD
CRD#: 16033
ST LOUIS PARK, MN
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
Arizona(8/8/2013)
RR
Florida(7/15/2013)
RR
Idaho(3/17/2023)
RR
Illinois(8/8/2024)
RR
Iowa(7/22/2013)
RR
Michigan(8/10/2018)
RR
Minnesota(7/12/2013)
IAR
Minnesota(3/31/2025)
RR
Mississippi(9/29/2023)
RR
Nevada(10/11/2019)
RR
North Carolina(1/24/2017)
RR
North Dakota(7/15/2013)
RR
Oklahoma(4/18/2024)
RR
Oregon(8/9/2023)
RR
South Dakota(7/22/2013)
RR
Texas(1/10/2017)
IAR
Texas(3/31/2025)
RR
Utah(8/13/2021)
RR
Washington(10/11/2019)
RR
Wisconsin(7/15/2013)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
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
Vice President, Financial ConsultantCRD#: 104555Plymouth, MNTRUST BUT VERIFY
Monitor Patricia Meland
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
