Weston K. Nielsen
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
HIGHLANDS RANCH, CO
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CRD#: 6086506
Professional summary
Weston Kyle Nielsen, CFP®, who also goes by Kyle Nielsen, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Highlands Ranch, Colorado and FIDELITY BROKERAGE SERVICES LLC located in Colorado Springs, Colorado.
Weston is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Weston has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 9 exams.
Biography
As your Vice President, Financial Consultant, I will navigate you through the complexities of financial planning. I have been dedicated to empowering all of my clients with the financial education necessary to help them to succeed. Partnering together with my clients to create a financial plan is my passion. My core beliefs consist of putting the client first at all times and that the market should not dictate your lifestyle.
Question & Answer
What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Retirement Planning
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Kyle Nielsen
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-98346|OrgNmn:Nielsen Property Group, LLC|Org Addr:Highlands ,Colorado,US|OBA Nature:Personal Real estate propertie|Invst Rel:Y|Title:Partner|Duties:I will be purchasing the properties and renting them out to prospective renters. |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Weston Kyle Nielsen'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: 2018
Education
University of Utah
Master of Business Administration (MBA) - Business Administration
2016
University of Utah
Bachelor of Science (BS) - Finance
2012
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 10855 Hidden Pool Heights Suite 100, Colorado Springs, CO 80908-5231Office #3: 8085 S Chester Street Suite 250, Centennial, CO 80112RIA
CRD#: 104555
HIGHLANDS RANCH, CO
Current
September 3, 2012 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 10855 Hidden Pool Heights Suite 100, Colorado Springs, CO 80908Office #2: 8085 S Chester Street Suite 250, Centennial, CO 80112BD
CRD#: 7784
Colorado Springs, CO
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
LONE TREE, CO
Past
April 1, 2014 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
KATY, TX
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(10/1/2024)
RR
California(10/1/2024)
RR
Colorado(3/19/2018)
IAR
Colorado(3/31/2025)
RR
Idaho(7/8/2022)
RR
Massachusetts(10/27/2025)
RR
Oklahoma(9/23/2019)
RR
Texas(10/25/2012)
IAR
Texas(3/31/2025)
RR
Utah(10/21/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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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Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Highlands Ranch, COTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
