Edward Jones
24yrs
Top advisor by experience in Woodland Park
23yrs
Loree Arnold
Financial advisor at Strategic Advisers
Based in Woodland Park, Colorado, Loree Arnold is a fiduciary financial advisor with 23 years of industry experience. Loree has been with Strategic Advisers since 2025; before that, Loree spent two years at Fidelity Personal and Workplace Advisors and two years at T. Rowe Price Advisory Services. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 9 advisors with offices in Woodland Park, and one of 9 fiduciaries.
At a glance
Experience23 years (since 2004)
How that compares ?Top 10% by experience at Strategic Advisers
OfficeWoodland Park, CO
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2023 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2019 – 2021T. Rowe Price Advisory Services, Inc.Previously
Questions to ask Loree
Tailored to Loree’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Loree
How do I contact Loree?
Call Strategic Advisers at 617-563-7000 and ask for Loree Arnold. Loree works from the Woodland Park, CO office.
How long has Loree been a financial advisor?
Loree has been in the industry since 2004, about 23 years. Top 10% by experience at Strategic Advisers.
What licenses does Loree hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Loree a fiduciary?
Loree is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Loree paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Loree for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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