Charles Arthur Kern
Investment adviser representative at Strategic Advisers LLC
7 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
7 years in the industry.
- Strategic Advisers LLCSep 2025 to now
- Fidelity InvestmentsNov 2023 to now
- Key Investment Services, LLCAug 2023 to Nov 2023
- KeybankAug 2023 to Nov 2023
- Charles Schwab & Co., Inc.May 2022 to May 2023
- Northwestern Mutual Investment Services LLCNov 2021 to Mar 2022
- Northwestern Mutual Life Insurance CompanyMay 2021 to Mar 2022
- UnemployedFeb 2021 to May 2021
- Best BuyAug 2019 to Jan 2021
- Texas RoadhouseAug 2017 to Jan 2019
- Ace HardwareNov 2016 to Jun 2017
- Oakmont LandscapingJan 2016 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7365344
- Firm CRD
- 104555