Nancy Ann Aadalen

CRD 2086353 · Fidelity Brokerage Services LLC · Minnetonka, MN

IA RegisteredBroker

Also appears in the source record as: Nancy W Aadalen; Nancy Walstrom Aadalen; Nancy Ann Walstrom Aadalen; Nancy Ann Walstrom

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): Series 65Series 63SIESeries 7
Registered states (18): Arizona · California · Colorado · Florida · Georgia · Illinois · Indiana · Iowa · Kansas · Minnesota · Missouri · North Carolina · North Dakota · South Carolina · South Dakota · Texas · Vermont · Wisconsin
Years in the industry (source record): 34
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (13)

From the source registration record · current first

Strategic Advisers LLCCurrent
Minnetonka, MN · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Maple Grove, MN · BD capacity

Nov 19, 2013 → present
Fidelity Brokerage Services LLCCurrent
Minnetonka, MN · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
IA capacity

Jul 13, 2018 → Mar 31, 2025
Strategic Advisers LLC
IA capacity

Jan 29, 2014 → Jul 13, 2018
Northland Securities, Inc.
BD capacity

Sep 16, 2011 → Jan 9, 2012
Agency Trading Group, Inc.
BD capacity

Jun 10, 2011 → Aug 2, 2011
Burch & Company, Inc
BD capacity

Feb 11, 2011 → Jun 8, 2011
Riversource Fund Distributors, Inc.
BD capacity

Jan 2, 2009 → Aug 31, 2009
Riversource Distributors, Inc.
BD capacity

Jan 2, 2008 → Jan 2, 2009
Ameriprise Financial Services, Inc.
BD capacity

May 23, 1996 → Dec 31, 2007
Ids Life Insurance Company
BD capacity

May 23, 1996 → Jul 3, 2006
John G. Kinnard And Company, Incorporated
BD capacity

Apr 23, 1992 → May 6, 1996

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 2086353 ↗ FINRA BrokerCheck record for CRD 2086353 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.