Samuel Hansen

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 → 09/2016
  Dockers
  Muskegon, MI
• 10/2016 → 01/2018
  Red Lobster
  Muskegon, MI
• 01/2018 → 01/2019
  Lids
  Muskegon, MI
• 01/2019 → 05/2019
  Biggby
  East Lansing, MI
• 05/2019 → 08/2019
  Rocket Mortgage
  Detroit, MI
• 09/2019 → 12/2019
  Northwestern Mutual
  East Lansing, MI
• 12/2019 → 08/2022
  Rocket Mortgage
  Detroit, MI
• 09/2022 → 06/2023
  Thrivent Financial
  Appleton, WI
• 10/2022 → 06/2023
  Thrivent Investment Management Inc.
  Minneapolis, MN
• 06/2023 → Present
  Fidelity Investments
  Muskegon, MI
• 08/2017 → 12/2019
  Michigan State University
  East Lansing, MI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-08-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Norton Shores, MI
• 2023-01-23 → 2023-06-22
  Thrivent Investment Management Inc.
  Minneapolis, MN

Exams

• S66 Uniform Combined State Law Examination
  2023-01-20

Other Names

• Samuel David Hansen
• Samuel D Hansen