Kallie Larhett Whisman
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2021 to now
- US BankFeb 2020 to Jul 2021
- UnemployedNov 2019 to Feb 2020
- Crewitts Creek Kitchen and BarJun 2019 to Aug 2019
- Kenton County Clerk's OfficeJan 2019 to Nov 2019
- Charming Charlie LLCMay 2018 to Sep 2018
- Northern Kentucky UniversityAug 2017 to Jul 2021
- Bb&t CorporationApr 2017 to Jan 2019
- Chipotle Mexican GrillAug 2016 to Apr 2017
- Scott High SchoolAug 2013 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (KY, 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
- 7420016
- Firm CRD
- 104555