Rae Ann A. Enders
STRATEGIC ADVISERS LLC | Financial Consultant
BROOKFIELD, WI
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CRD#: 4361236
Professional summary
Rae Ann Ann Enders, who also goes by Rae Ann Enders, Rae Ann Ann Enders, Raeann Enders, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Brookfield, Wisconsin and FIDELITY BROKERAGE SERVICES LLC located in Brookfield, Wisconsin.
Rae Ann is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Rae Ann has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
I partner with individuals and families to ensure that your financial plan is personalized to meet your needs and those who are important to you. Together, we will build a plan for financial longevity; identify strategies to improve, if needed, and establish an ongoing relationship with the contact frequency and method that you prefer
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rae Ann Enders | Rae Ann Ann Enders | Raeann Enders
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OAA#: 55654 | Org Name:Plexus Worldwide | Org Addr:Ft Myers Beach, FL, US | Nature of Bus:Sale of vitamins and other health related products | Invst Rel:N | Title:Ambassador | Duties:Purchase of goods for personal use, not intending to sell to others | Start Dt:07/25/2018 | Total Hrs p/m:.1 | Sec Trdng Hrs p/m:0
CRS (Client Relationship Summary) - RIA
Click below to view Rae Ann Ann Enders's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneEducation
University of Wisconsin
Bachelor of Business Administration - Finance, Marketing
2000
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 16020 W Bluemound Rd Fountain Square Plaza, Brookfield, WI 53005-6009RIA
CRD#: 104555
BROOKFIELD, WI
Current
September 19, 2011 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 16020 W Bluemound Road Fountain Square Plaza, Brookfield, WI 53005BD
CRD#: 7784
Brookfield, WI
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
NAPLES, FL
Past
October 24, 2011 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
NAPLES, FL
Past
January 30, 2007 - September 10, 2010
U.S. BANCORP INVESTMENTS, INC.
RIA
CRD#: 17868
MILWAUKEE, WI
Past
May 27, 2005 - September 10, 2010
U.S. BANCORP INVESTMENTS, INC.
BD
CRD#: 17868
MILWAUKEE, WI
Past
August 28, 2003 - March 5, 2004
STATE FARM VP MANAGEMENT CORP.
BD
CRD#: 43036
BLOOMINGTON, IL
Past
February 13, 2003 - July 8, 2003
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
EL SEGUNDO, CA
Past
March 6, 2001 - June 3, 2002
BANC ONE SECURITIES CORPORATION
BD
CRD#: 16999
CHICAGO, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(3/4/2022)
RR
California(3/1/2024)
RR
Colorado(9/30/2024)
RR
Florida(9/20/2011)
RR
Georgia(5/24/2024)
RR
Illinois(1/4/2012)
RR
Iowa(8/8/2020)
RR
Kansas(3/1/2024)
RR
Massachusetts(2/14/2025)
RR
Michigan(12/14/2020)
RR
Minnesota(2/28/2024)
RR
New Jersey(2/14/2025)
RR
New Mexico(12/18/2024)
RR
New York(2/14/2025)
RR
North Carolina(2/28/2024)
RR
Tennessee(9/30/2024)
RR
Texas(8/8/2020)
IAR
Texas(3/31/2025)
RR
Wisconsin(8/14/2012)
IAR
Wisconsin(3/31/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Brookfield, WITRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
