Kenneth Calvird
Investment Adviser Representative at Strategic Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kenneth Calvird is an investment adviser representative with Strategic Advisers LLC in Oakdale, MN, where they have been registered since 2025. They have worked in the securities industry since 2019 and have been registered with 3 firms, including Fidelity Personal and Workplace Advisors and Ameriprise Financial Services, LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Minnesota, Texas, and Wisconsin.
Office
Advisors at this office: 40
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Minnesota, Texas, Wisconsin
- Broker:
6 states and territories
California, Florida, Minnesota, Texas, Washington, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Fidelity InvestmentsJul 2024 – no end date reportedOakdale, MN
- Ameriprise Financial Services IncOct 2018 – Jan 2023Minneapolis, MN
- Ameriprise Financial Services, LLCJan 2023 – Jul 2024Las Vegas, NV
- Verizon WirelessAug 2016 – Oct 2018Apple Valley, MN
- Fidelity InvestmentsMar 2025 – no end date reportedBoston, MA
- Fidelity Brokerage Services LLCJun 2026 – no end date reportedOakdale, MN
- Strategic Advisers, LLCJun 2026 – no end date reportedOakdale, MN
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Strategic Advisers LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17,064
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Boston, MA
- SEC file number:
- 801-13243
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Strategic Advisers LLC
Showing 12 of 17,064 in the directory
Similar advisors in Oakdale, MN
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kenneth Calvird has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched