Daniel Neuenfeldt

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

• 01/2015 → 04/2019
  Waddell & Reed, Inc
  Pullman, WA
• 01/2015 → 04/2019
  Various Insurance Carriers For W & R Insurance Agencies
  Moscow, ID
• 05/2016 → 07/2018
  Inba Outreach
  Spokane, WA
• 09/2016 → 09/2017
  Daniel Neueneldt Llc
  Spokane, WA
• 06/2017 → 01/2018
  Spokane Entrepreneurs
  Spokane, WA
• 06/2017 → 11/2017
  Spokane Enological Society
  Spokane, WA
• 07/2017 → 07/2018
  Send Out Cards
  Salt Lake City, UT
• 01/2018 → 04/2019
  Jeffrey Feuerstein
  Pullman, WA
• 05/2018 → 06/2021
  University Of Idaho Alumni Association Board
  Moscow, ID
• 06/2019 → 06/2021
  Farm Bureau
  Moscow, ID
• 07/2019 → 12/2020
  Fbl Marketing Services, Llc
  West Des Moines, IA
• 08/2021 → Present
  Fidelity Investments
  Katy, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-10-04 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Katy, TX
• 2019-10-09 → 2020-11-20
  Fbl Wealth Management, Llc
  West Des Moines, IA
• 2015-01-23 → 2019-05-02
  Waddell & Reed
  Spokane, WA
  Seattle, WA
  Pullman, WA
  Seattle, WA
• 2014-11-21 → 2015-01-07
  Edward Jones
  St Louis, MO
  Airway Heights, WA
  Spokane, WA

Exams

• S66 Uniform Combined State Law Examination
  2014-10-17

Other Names

• Dan Neuenfeldt
• Daniel Patrick Neuenfeldt
• Daniel Neuenfeldt