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Thomas Bagin

Strategic Advisers LLC

Menomonee Falls, WI

Brookfield, WI

CRD 8039076

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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:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-06
WI RA APPROVED 2025-05-06
  • TX RA
    APPROVED
    Since 2025-05-06
  • WI RA
    APPROVED
    Since 2025-05-06

Branch Locations

Menomonee Falls, WI • United States

600 N Barker Road, Brookfield, WI 53045-5982 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Swanson Painting Menomonee Falls WI 05/2015 09/2017
Fidelity Investments Brookfield WI 01/2025 Present
City Of Hartford Police Department Hartford WI 04/2016 02/2017
Bagin Music, Llc (Self-Employed) Menomonee Falls WI 11/2023 01/2025
Village Of Hartland Police Department Hartland WI 02/2017 01/2025
  • 05/2015 → 09/2017
    Swanson Painting
    Menomonee Falls, WI
  • 01/2025 → Present
    Fidelity Investments
    Brookfield, WI
  • 04/2016 → 02/2017
    City Of Hartford Police Department
    Hartford, WI
  • 11/2023 → 01/2025
    Bagin Music, Llc (Self-Employed)
    Menomonee Falls, WI
  • 02/2017 → 01/2025
    Village Of Hartland Police Department
    Hartland, WI
Other Businesses

OBA-116049|OrgNmn:Bagin Music, LLC|Org Addr:Menomonee ,Wisconsin,US|OBA Nature:DJ and audio services|Invst Rel:N|Title:Sole Proprietor|Duties:Consult and plan for event. Provide audio services, make announcements, and play music during event. |StrtDt:|TotHrs/mon:8|TrdHrs/mon:1|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-30
  • S66 Uniform Combined State Law Examination
    2025-04-30

View on SEC IAPD

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