Gunnar Wall
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
3 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
11 years in the industry.
- Strategic Advisers LLCAug 2026 to now
- Fidelity InvestmentsJul 2024 to now
- Elder High SchoolSep 2022 to now
- First Financial BankMay 2023 to May 2024
- Chad's Drive ThruSep 2021 to Jul 2024
- Rueve Landscape CompanyJun 2021 to Apr 2023
- United States Naval AcademyJun 2019 to Jun 2021
- Kelsey ChevroletMar 2019 to May 2019
- Elder High SchoolAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 3 states (KY, 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
- 7963231
- Firm CRD
- 104555