Annika Jeanne Ketchum
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 InvestmentsMar 2021 to now
- Rover AppFeb 2021 to Mar 2021
- Life Certain Wealth StrategiesAug 2020 to Feb 2021
- Unemployed Due To Covid-19 PandemicMar 2020 to Aug 2020
- Boston Tutoring ServicesMay 2019 to Mar 2020
- Great Road KitchenFeb 2018 to Mar 2020
- Budget BuddiesJan 2018 to May 2018
- The EstablishmentSep 2017 to Mar 2020
- S&s FarmsMay 2017 to Sep 2017
- Umass LowellSep 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7286691
- Firm CRD
- 104555