Skip to content

Benjamin David Hankammer

Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4TFirm assets

Are you Benjamin David Hankammer? Claim your profile

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.

  1. Strategic Advisers LLCMar 2025 to now
  2. Fidelity InvestmentsJun 2023 to now
  3. Charles Schwab Bank, SsbJan 2022 to May 2023
  4. Charles Schwab & Co., Inc.Jan 2021 to May 2023
  5. TD AmeritradeMay 2020 to Jan 2021
  6. Benedictine CollegeAug 2019 to May 2020
  7. Clubhouse LLCMay 2019 to Aug 2019
  8. Benedictine CollegeAug 2018 to May 2019
  9. Pro Finish Paint and DrywallMay 2018 to Aug 2018
  10. Johnny Mac's Sporting GoodsAug 2015 to Aug 2018

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2020
  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 2 states (MO, 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
7253778
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
CallContact this firm