Steven Nessler
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCJun 2026 to now
- Fidelity InvestmentsJun 2026 to now
- Guide Wealth PartnersNov 2025 to Apr 2026
- Eden Prairie Police DepartmentApr 2019 to May 2026
- Hopkins Police DepartmentJun 2018 to Aug 2018
- Safe ManagementSep 2017 to Feb 2018
- Chankaska Creek Ranch and WineryMay 2017 to Aug 2017
- Concordia University, ST. PaulAug 2015 to Feb 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 8182513
- Firm CRD
- 104555