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Leonard Eisele

Strategic Advisers LLC

Sycamore, IL

CRD 7938795

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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:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-06-24
TX RA APPROVED 2025-06-24
  • IL RA
    APPROVED
    Since 2025-06-24
  • TX RA
    APPROVED
    Since 2025-06-24

Branch Locations

Sycamore, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Thrivent Investment Management Inc Geneva IL 06/2024 04/2025
Sycamore School District Sycamore IL 08/2022 06/2024
Shaw Media Sycamore IL 01/2017 08/2024
Add A Penny Financial Services Dekalb IL 04/2014 01/2017
Thrivent Financial Appleton WI 09/2024 02/2025
Fidelity Investments Springfield IL 04/2025 Present
  • 06/2024 → 04/2025
    Thrivent Investment Management Inc
    Geneva, IL
  • 08/2022 → 06/2024
    Sycamore School District
    Sycamore, IL
  • 01/2017 → 08/2024
    Shaw Media
    Sycamore, IL
  • 04/2014 → 01/2017
    Add A Penny Financial Services
    Dekalb, IL
  • 09/2024 → 02/2025
    Thrivent Financial
    Appleton, WI
  • 04/2025 → Present
    Fidelity Investments
    Springfield, IL
Previous Registrations
Other Businesses

OBA-118476|OrgNmn:Shaw Media|Org Addr:Sycamore,Illinois,US|OBA Nature:Newspaper|Invst Rel:N|Title:Independent Contractor|Duties:Report on local sporting events. High School and College|StrtDt:01-01-17|TotHrs/mon:16|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-09
  • S66 Uniform Combined State Law Examination
    2024-10-09
Other Names
  • Leonard M Eisele
  • Leonard Eisele

View on SEC IAPD

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