Thomas Hoglund

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

• 05/2020 → 11/2020
  Wohlner'S Neighborhood Grocery And Deli
  Omaha, NE
• 09/2023 → 08/2024
  Kaco Llc - Aaron'S Rent To Own
  Flagstaff, AZ
• 01/2023 → 09/2023
  Unemployed
  Flagstaff, AZ
• 05/2021 → 06/2021
  Clean Freak Car Wash
  Scottsdale, AZ
• 01/2021 → 03/2021
  Centria Autism
  Phoenix, AZ
• 01/2018 → 05/2019
  The Cheesecake Factory
  Omaha, NE
• 08/2024 → 08/2025
  Kaco Llc - Aaron'S Rent To Own
  Fargo, ND
• 11/2020 → 05/2021
  Aj'S Fine Foods
  Phoenix, AZ
• 06/2021 → 06/2022
  Pruitt'S Fine Furniture
  Phoenix, AZ
• 05/2019 → 05/2020
  Dario'S Brasserie
  Omaha, NE
• 01/2023 → 05/2023
  Full Time Student Nau
  Flagstaff, AZ
• 05/2016 → 11/2017
  Gallup
  Omaha, NE
• 06/2022 → 12/2022
  One Team Delivery
  Phoenix, AZ
• 08/2023 → 12/2023
  Full Time Student Nau
  Flagstaff, AZ
• 11/2017 → 01/2018
  Unemployed
  Omaha, NE
• 08/2025 → Present
  Fidelity Investments
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2025-12-06

Other Names

• Thomas Hoglund
• Thomas James Hoglund