Samuel Hansen
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2023 to now
- Thrivent Investment Management Inc.Oct 2022 to Jun 2023
- Thrivent FinancialSep 2022 to Jun 2023
- Rocket MortgageDec 2019 to Aug 2022
- Northwestern MutualSep 2019 to Dec 2019
- Rocket MortgageMay 2019 to Aug 2019
- BiggbyJan 2019 to May 2019
- LidsJan 2018 to Jan 2019
- Michigan State UniversityAug 2017 to Dec 2019
- Red LobsterOct 2016 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 7172862
- Firm CRD
- 104555