Kathleen Olivia Payne
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Kathleen Olivia Payne? Claim your profile
Contact this firm
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 LLCJun 2025 to now
- Fidelity InvestmentsJan 2025 to now
- Lowes Home ImprovementJul 2024 to Dec 2024
- Wells FargoAug 2023 to Aug 2024
- Lowes Home ImprovementJan 2022 to Jul 2023
- Glendale Community CollegeJan 2022 to May 2022
- Spirit HalloweenSep 2021 to Oct 2021
- Journey School of PeoriaJun 2021 to Dec 2021
- Spirit HalloweenOct 2020 to Nov 2020
- Mountainside FitnessAug 2020 to Jun 2021
- UnemployedApr 2020 to Jul 2020
- ChipotleJul 2019 to Apr 2020
- IhopNov 2018 to Jul 2019
- Tailgaters & Il PrimoJun 2018 to Nov 2018
- Liberty High SchoolSep 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 8036421
- Firm CRD
- 104555