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Colin Hietapelto

Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 statesRegistered 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

12 years in the industry.

  1. Strategic Advisers LLCMar 2025 to now
  2. Fidelity InvestmentsAug 2021 to now
  3. UnemployedJun 2021 to Aug 2021
  4. TIAASep 2019 to Jun 2021
  5. TIAA-CREF Individual and Institutional Services, LLCSep 2019 to Jun 2021
  6. Edward JonesJun 2018 to Aug 2018
  7. Park State BankAug 2017 to May 2019
  8. University of Minnesota DuluthSep 2014 to Jun 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2019
  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 2 states (MN, 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
6943689
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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