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HM

Hannah Margaret Hofmeister

Investment Adviser Representative at Strategic Advisers LLC

Edina, MNCRD #7615543Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Hannah Margaret Hofmeister is an investment adviser representative with Strategic Advisers LLC in Edina, MN, where they have been registered since 2025. They have worked in the securities industry since 2023 and were previously registered with Fidelity Personal and Workplace Advisors. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Minnesota and Texas.

Office

7740 France Ave South
Edina, MN 55435-5847

Advisors at this office: 53

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Minnesota, Texas
Broker:
32 states and territories

Alabama, Arizona, California, Colorado, District of Columbia, Florida, Hawaii, Illinois, Indiana, Iowa, Kentucky, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, New York, North Dakota, Ohio, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 2/28/2023
Series 7
General Securities Representative Examination
Passed 1/24/2023
SIE
Securities Industry Essentials Examination
Passed 11/18/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Strategic Advisers LLCCurrent
3/31/2025 – Edina, MN
Fidelity Brokerage Services LLCCurrent
1/24/2023 – Minneapolis, MN
Fidelity Personal AND Workplace Advisors
3/10/2023 – 3/31/2025Edina, MN

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Insurance Warehouse
    Feb 2022 – Jul 2022Minneapolis, MN
  2. University of Minnesota
    Jan 2020 – Dec 2020Minneapolis, MN
  3. Broders' Pasta Bar
    May 2018 – Aug 2022Minneapolis, MN
  4. Harriet's Inn
    Apr 2017 – Aug 2017Minneapolis, MN
  5. Doordash
    Nov 2021 – Jul 2022San Fransisco, MN
  6. Eagle Street Grill
    Nov 2015 – Jan 2017St Paul, MN
  7. University of Minnesota
    Jan 2017 – May 2018Minneapolis, MN
  8. University of Minnesota
    Aug 2017 – May 2018Minneapolis, MN
  9. Fidelity Investments
    Aug 2022 – no end date reportedEdina, MN
  10. Fidelity Investments
    Mar 2025 – no end date reportedBoston, MA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Strategic Advisers LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Businesses and InstitutionsSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthInvestment CompaniesPension/Profit SharingCharitable OrganizationsState/MunicipalCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
17,064
Offices listed on AdvisorFinder:
3
Main office:
Boston, MA
SEC file number:
801-13243

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 30, 2026

View full firm profile

Other advisors at Strategic Advisers LLC

Showing 12 of 17,064 in the directory

View Strategic Advisers LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Hannah Margaret Hofmeister has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Hannah Margaret Hofmeister (Strategic Advisers)