Jennifer Pietka
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 InvestmentsMar 2023 to now
- Mary M Trondson Insurance Agency Inc.Nov 2020 to Feb 2023
- Rise Inc.May 2019 to Dec 2021
- Plus Relocation Services Inc.Jun 2018 to Oct 2018
- Ecosmarte Inc.May 2018 to Aug 2018
- University Dining ServicesSep 2017 to May 2019
- University of Minnesota Twin CitiesSep 2017 to May 2019
- Matty's Bar & GrilleFeb 2016 to Aug 2017
- Franklin Education and Recreation DepartmentJun 2012 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 7709727
- Firm CRD
- 104555