Elliott Veenstra
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 LLCNov 2025 to now
- Fidelity InvestmentsJun 2025 to now
- Ohio Northern UniversityJul 2024 to May 2025
- The Union Bank Co.May 2024 to Aug 2024
- Ohio Northern UniversityJul 2023 to May 2024
- Northwestern MutualMay 2023 to Aug 2023
- Ohio Northern UniversityJul 2022 to May 2023
- Ohio Northern UniversityJul 2021 to May 2022
- Walmart SupercenterJun 2021 to Apr 2023
- Liberty-benton High SchoolJul 2017 to Jun 2021
- Lawn CareJul 2016 to May 2021
- Liberty-benton Middle SchoolJul 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7730125
- Firm CRD
- 104555