Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
7 years
Location
Los Lunas, NM
Fidelity
Institution
Marissa Ortega is a financial advisor at Fidelity with Series 63 and Series 66 licenses and seven years of industry experience. She has been with Fidelity Investments since 2017, including her current role since 2025. Prior to joining Fidelity, she worked at Total Eye Care for one year. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.
Based on Fidelity
Los Lunas, NM
Los Lunas NM
Advisors at this office
1
New Mexico · Texas
7 years of industry experience
Fidelity Investments
2025 - Present • 1 year
Boston, MA
Fidelity Investments
2017 - Present • 9 years
Albuquerque, NM
Total Eye Care
2016 - 2017 • 1 year
Belen, NM
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
Los Lunas, NM
Kiehne Wealth & Retirement, LLC
Shawn Kiehne is a financial advisor with Kiehne Wealth & Retirement, LLC in Los Lunas, NM, holding a Series 65 designation and 11 years of industry experience. He has been affiliated with his current firm since 2016 and also has experience at Brookstone Capital Management and 401K Pros, LLC. Outside of finance, he is involved in music as a singer and performs locally with his band. Kiehne Wealth & Retirement, LLC is an independent advisory firm providing discretionary asset management, retirement planning, and rollover advice primarily to individual and high-net-worth clients. The firm manages approximately $5.5 million for around 106 clients, employing a blend of fundamental and technical analysis with tactical asset allocation to deliver personalized portfolio management and financial planning.
Series 66
Los Lunas, NM
Raymond James Financial
Andrew Spears is a financial advisor with Raymond James Financial in Los Lunas, NM, holding a Series 66 designation and 12 years of industry experience. Prior to joining Raymond James in 2023, he worked at Edward Jones for nine years. Spears also serves with Albuquerque Public Schools and has a longstanding career in the United States Army. Outside of advising, he owns an online travel website. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, offering tailored, non-discretionary advice that incorporates risk profiling and analytical modeling. The firm supports a large advisor network and offers specialized programs including municipal and public-finance services.
Series 66
Los Lunas, NM
Edward Jones
Grady Henson is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked at Clearwater Exteriors, Ursa Prime, Piranha Brands, and The Home Depot. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
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