Willow Fields
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 LLCAug 2026 to now
- Fidelity InvestmentsMar 2026 to now
- JovieDec 2025 to Jan 2026
- Power NutritionAug 2025 to Oct 2025
- Northrock PartnersMay 2025 to Aug 2025
- Lorenzo De'medici UniversityJan 2025 to May 2025
- Bread Garden MarketAug 2024 to Dec 2024
- Northrock PartnersMay 2024 to Aug 2024
- ShiptDec 2022 to Feb 2026
- The University of IowaAug 2022 to Dec 2025
- Nautical BowlsApr 2022 to Aug 2024
- Elmars New York PizzaAug 2020 to Dec 2021
- Wayzata High SchoolSep 2018 to May 2022
- UnemployedMar 2016 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 8238522
- Firm CRD
- 104555