Travis Koltermann
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 InvestmentsJan 2022 to now
- Loomis USMay 2021 to Sep 2021
- Pride Logistics LLCAug 2020 to Jan 2022
- Idaho Mattress OutletNov 2019 to Aug 2020
- Ardent Pest ControlJul 2019 to Oct 2019
- Papa John's PizzaMar 2019 to Jul 2019
- Taco BellNov 2018 to Mar 2019
- Roi SolutionsAug 2018 to Nov 2018
- Winco FoodsAug 2018 to Aug 2018
- LyftJan 2018 to May 2019
- Home & Office TechnologiesAug 2017 to Jul 2018
- Taco BellJan 2017 to Oct 2017
- Spring Lane Cinema 10Aug 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7499201
- Firm CRD
- 104555