Timothy Wilson

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

• 10/2015 → 05/2019
  Ameriprise Financial Services, Inc.
  Mishawaka, IN
• 05/2019 → 12/2023
  Valic Financial Adivsors, Inc.
  Carmel, IN
• 12/2022 → 12/2023
  Agia
  Houston, TX
• 12/2023 → 12/2024
  Pruco Securities, Llc
  North Liberty, IN
• 12/2023 → 12/2024
  The Prudential Insurance Company Of America
  North Liberty, IN
• 11/2024 → 12/2024
  Lpl Enterprise, Llc
  North Liberty, IN
• 12/2024 → Present
  Fidelity Investments
  South Bend, IN
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-01-15 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  South Bend, IN
  Elkhart, IN
• 2024-11-14 → 2024-12-26
  Lpl Enterprise, Llc
  Plymouth, IN
  Indianapolis, IN
• 2024-01-05 → 2024-11-14
  Pruco Securities, Llc.
  North Liberty, IN
  Indianapolis, IN
• 2019-05-28 → 2024-01-05
  Valic Financial Advisors, Inc.
  Carmel, IN

Exams

• S66 Uniform Combined State Law Examination
  2018-01-15

Other Names

• Timothy M Wilson
• Timothy Wilson
• Timothy Michael Wilson