Todd David Engbers

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → 03/2017
  Lpl Financial Llc
  Livingston, MT
• 01/2019 → 04/2021
  Ameriprise Financial Services, Inc
  Grand Rapids, MI
• 04/2017 → 12/2017
  Unemployed
  Livingston, MT
• 04/2021 → Present
  Fidelity Investments
  Covington, KY
• 01/2018 → 12/2018
  Powder River Transportation
  Gillette, WY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-06-21 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Ada, MI
• 2019-01-04 → 2021-04-21
  Ameriprise Financial Services, Llc
  Grand Rapids, MI
• 2014-07-23 → 2017-04-03
  Lpl Financial Llc
  Livingston, MT
  Big Timber, MT
  Billings, MT
• 2009-05-01 → 2014-07-21
  Ek Riley Investments, Llc
  Livingston, MT

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-04-30
• S63 Uniform Securities Agent State Law Examination
  2008-09-12

Other Names

• Todd David Engbers
• Todd David Engbers
• Todd D Engbers