Luke Thelen
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2022 to now
- Spring Hill CollegeAug 2021 to May 2022
- Financial Fitness AppMay 2021 to Aug 2021
- Spring Hill CollegeAug 2020 to May 2021
- University of CincinnatiAug 2019 to May 2020
- Technical Youth LLCMay 2019 to Sep 2019
- Spring Hill CollegeAug 2018 to May 2019
- Pomeroy Technologies, LLCMay 2018 to Aug 2018
- Covington Catholic High SchoolAug 2017 to May 2018
- Pomeroy Technologies, LLCMay 2017 to Aug 2017
- Covington Catholic High SchoolAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (KY, 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
- 7587300
- Firm CRD
- 104555