Isabel Engelbert

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

• 11/2023 → 02/2026
  Wells Fargo Advisors Financial Network, Llc
  Leawood, KS
• 05/2022 → 02/2024
  Rye Plaza
  Kansas City, MO
• 01/2022 → 04/2022
  Unemployed
  Kansas City, MO
• 03/2021 → 12/2021
  Blue River Forest Nature Sanctuary
  Stilwell, KS
• 09/2020 → 03/2021
  Ceneu, Inc
  Stilwell, KS
• 03/2020 → 09/2020
  Unemployed
  Emporia, KS
• 08/2018 → 02/2020
  Radius Brewing Company
  Emporia, KS
• 09/2017 → 05/2019
  Emporia State University
  Emporia, KS
• 05/2017 → 08/2017
  Salty Iguana Mexican Restaurant
  Prairie Village, KS
• 08/2016 → 05/2017
  Johnson County Community College
  Overland Park, KS
• 02/2026 → Present
  Fidelity Investments
  Overland Park, KS

Previous Registrations

• 2025-10-27 → 2026-03-04
  Wells Fargo Advisors Financial Network, Llc
  Leawood, KS

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-12-23
• S65 Uniform Investment Adviser Law Examination
  2025-10-25

Other Names

• Issie Sofia Engelbert
• Isabel Engelbert
• Isabel Sofia Engelbert