Lawson Joseph hammond Funke
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4TFirm assets
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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 InvestmentsAug 2021 to now
- Fidelity InvestmentsOct 2020 to Apr 2021
- Flying AxesOct 2019 to Jul 2021
- Northern Kentucky UniversityAug 2019 to May 2021
- Home City IceAug 2019 to Sep 2019
- Ffr Wealth TeamMay 2019 to Oct 2019
- Kelly Autism ProgramJan 2018 to Dec 2018
- Western Kentucky UniversityAug 2017 to May 2019
- LowesMar 2017 to Aug 2017
- Dixie Heights High SchoolAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 7123400
- Firm CRD
- 104555