Thomas Vennemeyer
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
5 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Thomas Vennemeyer? Claim your profile
Contact this firm
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.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2021 to now
- Northwestern Mutual Investment Services LLCAug 2020 to Jan 2021
- Northwestern Mutual Wealth Management CompanyAug 2020 to Jan 2021
- Northwestern Mutual Life Insurance CompanyMay 2020 to Jan 2021
- Ohio Premier Volleyball ClubDec 2019 to Oct 2020
- Wetherington Golf and Country ClubNov 2019 to Oct 2020
- Yellow Brick Ventures LLCAug 2017 to Jan 2020
- Skippers PubDec 2016 to Dec 2019
- StudentAug 2014 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 5 states (KY, NC, OH, TX, VA).
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
- 7248542
- Firm CRD
- 104555