Daniel Neuenfeldt
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsAug 2021 to now
- Fbl Marketing Services, LLCJul 2019 to Dec 2020
- Farm BureauJun 2019 to Jun 2021
- University of Idaho Alumni Association BoardMay 2018 to Jun 2021
- Jeffrey FeuersteinJan 2018 to Apr 2019
- Send Out CardsJul 2017 to Jul 2018
- Spokane EntrepreneursJun 2017 to Jan 2018
- Spokane Enological SocietyJun 2017 to Nov 2017
- Daniel Neueneldt LLCSep 2016 to Sep 2017
- Inba OutreachMay 2016 to Jul 2018
- Various Insurance Carriers for W & R Insurance AgenciesJan 2015 to Apr 2019
- Waddell & Reed, IncJan 2015 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6377897
- Firm CRD
- 104555