Davis Kwinn Klund
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 InvestmentsApr 2024 to now
- UnemployedDec 2023 to Apr 2024
- Bank of America, N.A.Jul 2023 to Dec 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2023 to Dec 2023
- Equitable Advisors, LLCAug 2021 to Jun 2023
- Timberrattlers StadiumApr 2021 to Dec 2021
- The Bar - LynndaleOct 2020 to Mar 2021
- The Nitty Gritty - DowntownMay 2015 to Jul 2020
- University of Wisconsin - MadisonSep 2013 to May 2021
Exams passed
- 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
- 7428197
- Firm CRD
- 104555