Oliver Michael Vandehey
Investment adviser representative at Strategic Advisers LLC
24 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
24 years in the industry.
- Strategic Advisers LLCSep 2026 to now
- Fidelity InvestmentsJun 2026 to now
- Performance Food GroupMar 2026 to Jun 2026
- Del's BarNov 2025 to May 2026
- Moxie's BarApr 2025 to Sep 2025
- TraneMay 2024 to May 2025
- La Crosse Country ClubMay 2024 to Apr 2025
- UnemployedMar 2024 to May 2024
- La Crosse BierhausMar 2023 to Mar 2024
- UnemployedAug 2022 to Mar 2023
- Eric's Lawn and LandscapingMay 2022 to Aug 2022
- University of Wisconsin-la CrosseSep 2021 to Dec 2025
- UnemployedJan 2021 to May 2022
- Fleet FarmJun 2020 to Jan 2021
- UnemployedMar 2020 to Jun 2020
- Lake Windsor Country ClubSep 2019 to Mar 2020
- Deforest Area High SchoolSep 2017 to May 2021
- UnemployedMay 2002 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 8306142
- Firm CRD
- 104555