Brad Klingfus

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

• 12/2014 → 07/2021
  Franklin Templeton Distributors, Inc.
  Rancho Cordova, CA
• 05/2020 → 07/2021
  Franklin Templeton Financial Services Corp.
  Rancho Cordova, CA
• 07/2021 → 07/2021
  Legg Mason Investor Services, Llc
  Baltimore, MD
• 07/2021 → Present
  Fidelity Investments
  Roseville, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-09-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Roseville, CA
• 2013-09-03 → 2014-06-18
  Edward Jones
  Maryland Heights, MO
  Tempe, AZ
  Sacramento, CA

Other Businesses

OBA-121754|OrgNmn:N/A|Org Addr:Mather,California,US|OBA Nature:Fence Building|Invst Rel:N|Title:I help build fences so i guess la|Duties:Manual labor to build fences|StrtDt:07-30-25|TotHrs/mon:16|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2021-09-09