Luke Michael Harding

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

• 06/2016 → 05/2019
  Creekmoor Golf Course
  Raymore, MO
• 01/2018 → 05/2019
  Hyvee
  Beltom, MO
• 12/2018 → 06/2022
  United States Air Force
  St Joseph, MO
• 12/2019 → 06/2022
  Whole Foods Market
  Kansas City, MO
• 06/2022 → Present
  Fidelity Investments
  Overland Park, KS
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-12-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Overland Park, KS

Exams

• S66 Uniform Combined State Law Examination
  2022-12-09