Kenneth Allan
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJan 2024 to now
- ScheelsNov 2022 to Dec 2023
- Northwestern MutualFeb 2022 to Jan 2023
- University of Nevada, RenoAug 2019 to Dec 2023
- Charles River LaboratoriesJul 2019 to Jul 2022
- Raley'sJul 2018 to Aug 2018
- UnemployedNov 2017 to Jul 2018
- Buffalo Wild WingsJul 2017 to Nov 2017
- UnemployedOct 2016 to Jul 2017
- Mcqueen High SchoolAug 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7517432
- Firm CRD
- 104555