Isabel Engelbert
Investment Adviser Representative at Strategic Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Isabel Engelbert is an investment adviser representative with Strategic Advisers LLC in Overland Park, KS, where they have been registered since 2026. They have worked in the securities industry since 2025 and were previously registered with Wells Fargo Advisors. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Kansas and Missouri.
Office
Advisors at this office: 59
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Kansas, Missouri
- Broker:
2 states and territories
Kansas, Missouri
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Wells Fargo Advisors Financial Network, LLCNov 2023 – Feb 2026Leawood, KS
- Rye PlazaMay 2022 – Feb 2024Kansas City, MO
- UnemployedJan 2022 – Apr 2022Kansas City, MO
- Blue River Forest Nature SanctuaryMar 2021 – Dec 2021Stilwell, KS
- Ceneu, IncSep 2020 – Mar 2021Stilwell, KS
- UnemployedMar 2020 – Sep 2020Emporia, KS
- Radius Brewing CompanyAug 2018 – Feb 2020Emporia, KS
- Emporia State UniversitySep 2017 – May 2019Emporia, KS
- Salty Iguana Mexican RestaurantMay 2017 – Aug 2017Prairie Village, KS
- Johnson County Community CollegeAug 2016 – May 2017Overland Park, KS
- Fidelity InvestmentsFeb 2026 – no end date reportedOverland Park, KS
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
Client types the firm serves
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 profileOther advisors at Strategic Advisers LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Isabel Engelbert 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.
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