Rae Ann Enders

Rae Ann Enders

STRATEGIC ADVISERS | Financial Consultant
BROOKFIELD, WI
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CRD#: 4361236
Rae Ann Enders

Professional summary


Rae 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.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Rae Ann Enders's CRS (Customer Relationship Summary).
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®
None

Education


University of Wisconsin

Bachelor of Business Administration - Finance, Marketing

2000

Experience


Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 600 N Barker Road, Brookfield, WI 53045-5982
RIA
CRD#: 104555
BROOKFIELD, WI
Current

September 19, 2011 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 600 N Barker Rd, Brookfield, WI 53045
BD
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
Alaska
(1/23/2026)
RR
Arizona
(3/4/2022)
RR
California
(3/1/2024)
RR
Colorado
(1/7/2026)
RR
Florida
(9/20/2011)
RR
Georgia
(5/24/2024)
RR
Hawaii
(1/7/2026)
RR
Illinois
(1/4/2012)
RR
Iowa
(8/8/2020)
RR
Kansas
(3/1/2024)
RR
Kentucky
(1/7/2026)
RR
Minnesota
(1/7/2026)
RR
New Mexico
(1/7/2026)
RR
New York
(2/14/2025)
RR
North Carolina
(1/7/2026)
RR
Tennessee
(9/30/2024)
IAR
Texas
(3/31/2025)
RR
Texas
(1/7/2026)
RR
Wisconsin
(8/14/2012)
IAR
Wisconsin
(3/31/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/26/2007
Uniform Combined State Law Examination
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)
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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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Regulatory assets under management


Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report


Filing DateForm ADV-E CoverForm 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, WI

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Contact information


(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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