Grant Michael Burkhard
Investment adviser representative at Strategic Advisers LLC
14 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
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2022 to now
- Michigan State UniversityAug 2021 to May 2022
- Gbmerch LLCMay 2021 to May 2022
- DoordashMay 2021 to Aug 2021
- Michigan State UniversitySep 2020 to May 2021
- Mac Products LLCApr 2020 to Sep 2020
- Michigan State UniversityAug 2019 to Apr 2020
- J. Ryder GroupMay 2019 to Aug 2019
- Michigan State UniversityAug 2018 to May 2019
- J. Ryder GroupMay 2018 to Aug 2018
- StudentAug 2017 to May 2018
- J. Ryder GroupMay 2017 to Aug 2017
- StudentJan 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7578360
- Firm CRD
- 104555