Ian Goins
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 LLCMar 2026 to now
- Fidelity InvestmentsAug 2025 to now
- Moose Ridge Golf CourseApr 2025 to Jul 2025
- Xgolf BrightonJan 2025 to Jul 2025
- UnemployedDec 2024 to Dec 2024
- D&g Natures WayAug 2024 to Nov 2024
- Upco Waste ServiceJan 2023 to Jul 2024
- Toarminas PizzaDec 2020 to Jan 2022
- Albion CollegeSep 2019 to Dec 2022
- Moose Ridge Golf CourseJun 2018 to Aug 2020
- South Lyon HotelNov 2017 to Dec 2018
- UnemployedJul 2015 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 8144548
- Firm CRD
- 104555