Kendell Schoen
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMay 2022 to now
- Ameriprise Financial Services IncOct 2018 to May 2022
- Mmof Vegas Retail IncSep 2018 to Nov 2018
- Foot and Ankle Surgical GroupAug 2018 to Oct 2018
- UnemployedMay 2018 to Aug 2018
- Atlantis Casino Resort & SpaMar 2016 to May 2018
- University of Nevada, RenoAug 2013 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (NV, 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
- 7036933
- Firm CRD
- 104555