Garret Jay Bartel

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

• 11/2011 → 10/2017
  Ameriprise Financial Services, Inc.
  Minneapolis, MN
• 10/2017 → 10/2018
  Cuso Financial Services, Lp
  San Diego, CA
• 10/2017 → 10/2018
  Baxter Credit Union
  Minnetonka, MN
• 11/2017 → 10/2018
  Bcu Wealth Advisors, Llc
  Vernon Hills, IL
• 10/2018 → Present
  Fidelity Brokerage Services Llc
  Minnetonka, MN
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-12-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Minnetonka, MN
• 2017-10-30 → 2018-10-30
  Cuso Financial Services, L.P.
  Minnetonka, MN
  San Diego, CA
  Minnetonka, MN
• 2017-11-07 → 2018-10-29
  Bcu Wealth Advisors, Llc
  Minnetonka, MN
  Vernon Hills, IL
• 2012-03-27 → 2017-11-01
  Ameriprise Financial Services, Llc
  Minneapolis, MN
  Plymouth, MN
  Minnetonka, MN

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-01-21

Designations

• Certified Financial Planner

Other Names

• Garret Jay Bartel
• Garret Bartel