Will Freisberg
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMay 2023 to now
- The Springs Wine & SpiritsNov 2022 to May 2023
- Thai LocoAug 2022 to Nov 2022
- Cedar Ridge Country ClubMay 2022 to Jul 2022
- Jr's Liquor Wine and BeerJan 2022 to Aug 2022
- Academy Sports + OutdoorsNov 2021 to Jan 2022
- Stillwater Tag AgencySep 2021 to Nov 2021
- Adams Municipal Golf CourseMay 2021 to Jul 2021
- Thai LocoMar 2021 to Sep 2021
- Oklahoma State UniversityAug 2020 to May 2023
- StaplesMay 2020 to Mar 2021
- Caney Valley High School & Kansas Wesleyan UniversityAug 2018 to May 2020
- Pizza HutMay 2018 to Aug 2018
- Caney Valley High SchoolAug 2017 to May 2018
- Braum's Ice Cream & Dair StoreMay 2017 to Aug 2017
- Caney Valley School DistrictJun 2013 to May 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 (OK, 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
- 7750588
- Firm CRD
- 104555