Laura Pence
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsFeb 2023 to now
- Saintsbury TavernJan 2023 to Feb 2023
- RoverOct 2022 to Feb 2023
- InstacartSep 2022 to Feb 2023
- Walmart Distribution CenterAug 2022 to Sep 2022
- Raymond James Financial Services Advisors, IncMay 2022 to Jul 2022
- Jackson County BankDec 2021 to Jul 2022
- Raymond James Financial Services, Inc.Dec 2021 to Jul 2022
- Equitable Advisors, LLCOct 2020 to Nov 2021
- Door DashJul 2020 to Feb 2023
- Lutheran Community HomeMar 2020 to Jun 2021
- Edward JonesJun 2019 to Jun 2020
- Kelly School of BusinessOct 2018 to May 2020
- Buffalo Wild WingsNov 2017 to May 2018
- Indiana University Purdue University IndianapolisAug 2016 to May 2020
- QtegoJul 2016 to Feb 2023
- Rose AcresNov 2015 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 7174667
- Firm CRD
- 104555