Amanda J. Willingham
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
1 stateRegistered 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 LLCApr 2026 to now
- Fidelity InvestmentsOct 2025 to now
- UnemployedMay 2025 to Oct 2025
- Apartment Association of Southern ColoradoJun 2024 to May 2025
- UnemployedOct 2023 to Jun 2024
- Maia Jessup Farmers InsuranceSep 2022 to Oct 2023
- Farmers Insurance Willingham AgencySep 2021 to Sep 2022
- UnemployedMar 2021 to Sep 2021
- Herald Review MediaFeb 2020 to Mar 2021
- Branscum FarmsApr 2019 to Feb 2020
- Sides FarmsAug 2018 to Apr 2020
- UnemployedAug 2017 to Apr 2019
- Property Associates RealtorsAug 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 8183494
- Firm CRD
- 104555