Ashton M Larsen

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

• 06/2019 → 10/2020
  That Yogurt Place
  Rock Springs, WY
• 04/2024 → 06/2024
  Holt Dental
  Southlake, TX
• 05/2022 → 09/2022
  Christian Community Storehouse
  Keller, TX
• 09/2022 → 11/2022
  Unemployed
  Rock Springs, WY
• 12/2024 → 02/2025
  Unemployed
  Roanoke, TX
• 01/2022 → 05/2022
  Community Storehouse
  Keller, TX
• 01/2023 → 12/2024
  Brigham Young University Of Idaho
  Rexburg, ID
• 11/2022 → 01/2023
  Aarpco Transport Services
  Grapevine, TX
• 08/2014 → 05/2019
  Star Valley High School
  Afton, WY
• 03/2025 → Present
  Fidelity Investments
  Westlake, TX
• 10/2020 → 05/2022
  The Church Of Jesus Christ Of Latter-Day Saints
  Euless, TX
• 05/2019 → 08/2019
  Pinaccle Construction Company
  Hoback, WY
• 01/2018 → 05/2019
  Valley Market
  Thayne, WY

Exams

• S66 Uniform Combined State Law Examination
  2025-08-29

Other Names

• Ashton Adkison
• Ashton Larsen