Linda M. Bentz
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
CHASKA, MN
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CRD#: 5813975
Professional summary
Linda Marie Bentz, CFP®, who also goes by Linda Marie Bentz, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Chaska, Minnesota and FIDELITY BROKERAGE SERVICES LLC located in Edina, Minnesota.
Linda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Linda has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.
Biography
My planning first approach centers around actively listening to my clients and paying close attention to the details. People work with me for my experience, dedication and integrity with the aim of working towards their unique financial goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Linda Marie Bentz
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 Linda Marie Bentz'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®
Education
University of Minnesota
Master of Business Administration (MBA) - Business
2021
University of Minnesota
Bachelor of Arts (BA) - Public Relations
2003
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 7740 France Ave South, Edina, MN 55435-5847RIA
CRD#: 104555
CHASKA, MN
Current
November 5, 2012 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 7740 France Ave South, Edina, MN 55435-5847BD
CRD#: 7784
Edina, MN
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
EDINA, MN
Past
December 16, 2013 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
EDINA, MN
Past
January 3, 2011 - November 4, 2011
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
BLOOMINGTON, MN
Past
January 3, 2011 - November 4, 2011
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
BLOOMINGTON, MN
Past
November 15, 2010 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
RIA
CRD#: 10582
BLOOMINGTON, MN
Past
August 6, 2010 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
BD
CRD#: 10582
BLOOMINGTON, MN
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(8/28/2014)
RR
California(1/6/2017)
RR
Colorado(1/6/2017)
RR
Connecticut(3/12/2021)
RR
Florida(8/28/2014)
RR
Georgia(11/5/2024)
RR
Illinois(5/12/2021)
RR
Indiana(10/8/2018)
RR
Iowa(11/5/2012)
RR
Kansas(1/7/2022)
RR
Massachusetts(4/19/2022)
RR
Minnesota(11/5/2012)
IAR
Minnesota(3/31/2025)
RR
Nebraska(6/17/2022)
RR
New Hampshire(3/4/2022)
RR
New Mexico(9/21/2023)
RR
North Dakota(11/5/2012)
RR
Oklahoma(1/20/2023)
RR
Oregon(3/25/2023)
RR
Pennsylvania(5/3/2024)
RR
Texas(10/8/2018)
IAR
Texas(3/31/2025)
RR
Utah(7/8/2022)
RR
Virginia(9/9/2022)
RR
Washington(4/23/2020)
RR
Wisconsin(11/5/2012)
Exams
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
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Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Chaska, MNTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
