Timothy A. Garbe

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

• 03/2016 → 08/2017
  Various Insurance Carriers For W&R Insurance Agencies
  Bolingbrook, IL
• 03/2016 → 08/2017
  Waddell & Reed, Inc
  Oak Brook, IL
• 08/2017 → 09/2020
  Securities Service Network
  Oak Brook, IL
• 08/2017 → 05/2021
  Choice Advisors
  Brookfield, WI
• 08/2017 → 05/2021
  Focused Tax Solutions
  Brookfield, WI
• 08/2017 → 09/2020
  Ssn Advisory, Inc
  Oak Brook, IL
• 09/2020 → 05/2021
  Securities America, Inc.
  Brookfield, WI
• 09/2020 → 05/2021
  Securities America Advisors, Inc.
  Brookfield, WI
• 05/2021 → Present
  Fidelity Investments
  Bolingbrook, IL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-07-26 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Bolingbrook, IL
• 2020-09-18 → 2021-05-21
  Securities America Advisors, Inc.
  Brookfield, WI
• 2017-09-08 → 2020-09-18
  Ssn Advisory, Inc.
  Brookfield, WI
  Bolingbrook, IL
• 2016-03-18 → 2017-09-13
  Waddell & Reed
  Savage, MN
• 2013-03-04 → 2016-03-21
  Edward Jones
  Bolingbrook, IL
  Naperville, IL
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2013-01-04

Other Names

• Tim Garbe
• Timothy Alan Garbe
• Timothy A Garbe