Ian Brinklow
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 InvestmentsJul 2024 to now
- Equitable Advisors, LLCMar 2022 to Jun 2024
- EdustaffFeb 2022 to May 2022
- Klever InnovationsJan 2022 to Feb 2022
- DoordashAug 2021 to Jul 2024
- UnifiserviceMay 2021 to Aug 2021
- United Methodist ChurchMar 2020 to Apr 2021
- EdustaffMay 2019 to Jun 2019
- Todd Martin Youth LeadershipFeb 2019 to Mar 2020
- Eastminster Presbyterian ChurchFeb 2019 to Aug 2019
- Residential and Hospitality Services, Michigan StateAug 2018 to Mar 2020
- Michigan State UniversityAug 2017 to Dec 2021
- Chelsea AlehouseFeb 2017 to Aug 2017
- Gretchens HouseFeb 2017 to May 2017
- Staffan Mitchell Funeral HomeJan 2017 to May 2017
- Washtenaw Community CollegeJan 2017 to May 2017
- Northwestern Community CollegeAug 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 (MI, 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
- 7515751
- Firm CRD
- 104555