Seth Kloss
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 InvestmentsJun 2021 to now
- Principal Life Insurance CoApr 2021 to May 2021
- Principal Securities IncApr 2021 to May 2021
- Wells Fargo Clearing Services, LLCMay 2020 to Apr 2021
- Rhi General GroupMay 2020 to Aug 2020
- UnemployedJan 2020 to Apr 2020
- Cub FoodsApr 2018 to Jul 2019
- Angies BoomchikapopMar 2017 to Sep 2017
- Joann FabricsAug 2016 to Mar 2017
- Mankato State UniversityAug 2015 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 2 states (MN, 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
- 7262566
- Firm CRD
- 104555