Samuel A. Hinson

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

• 08/2024 → 07/2025
  Keenan Financial
  Boston, MA
• 07/2022 → 08/2024
  The Double U
  Madison, WI
• 07/2025 → 09/2025
  Unemployed
  Marshfield, WI
• 09/2016 → 06/2020
  Marshfield High School
  Marshfield, WI
• 06/2023 → 08/2023
  Trustage
  Madison, WI
• 09/2014 → 09/2016
  Marshfield Middle School
  Marshfield, WI
• 09/2020 → 05/2024
  University Of Wisconsin - Madison
  Madison, WI
• 05/2020 → 08/2020
  Menards
  Marshfield, WI
• 09/2025 → Present
  Fidelity Investments
  Middleton, WI
• 05/2022 → 08/2022
  Baker Tilly Search And Staffing
  Madison, WI
• 08/2022 → 06/2023
  Unemployed
  Madison, WI

Previous Registrations

• 2024-12-24 → 2025-08-04
  Keenan Financial
  Boston, MA

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-01-07
• S65 Uniform Investment Adviser Law Examination
  2024-11-15

Other Names

• Samuel Hinson
• Samuel Alvin Hinson