Kaden Hale
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCJul 2025 to now
- Fidelity InvestmentsAug 2024 to now
- Gps Capital MarketsJul 2022 to May 2024
- Zions BankApr 2022 to Jul 2022
- Brigham Young UniversityAug 2021 to May 2024
- Gps Capital MarketsAug 2021 to Mar 2022
- The Church of Jesus Christ of Latter-day SaintsJul 2019 to Jun 2021
- Ventris Group Inc.Feb 2018 to Nov 2022
- Bingham High SchoolAug 2015 to May 2019
- Grass N FertApr 2014 to Aug 2021
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 (TX, UT).
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
- 7975624
- Firm CRD
- 104555