Owen Michael Workman
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 LLCMay 2025 to now
- Fidelity InvestmentsJan 2025 to now
- State Farm Vp Management CorpAug 2023 to Jan 2025
- Allison Hornback Insurance AgencyMay 2020 to Jan 2025
- Andrew Wade Insurance AgencyMar 2020 to May 2020
- Door DashNov 2019 to Mar 2021
- LyftJun 2019 to Sep 2019
- Bluegrass Hospitality GroupJun 2019 to Aug 2019
- Uber EatsNov 2018 to Dec 2018
- UberSep 2018 to Feb 2020
- Matheson Flight ExtendersMay 2017 to Jan 2018
- DhlApr 2017 to Feb 2020
- Proof FitnessMar 2017 to Sep 2017
- University of KentuckyAug 2016 to May 2020
- Haggar Clothing CompanyJul 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
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
- 7801450
- Firm CRD
- 104555