State Farm Investment Management
31yrs
Top 1% by experience at State Farm Investment Management
42yrs
Based in Saint John, Indiana, Alan Shenker is a fiduciary financial advisor with 42 years of industry experience. Alan joined Strategic Advisers in 2025, after two years at Fidelity Personal and Workplace Advisors and a year at Fifth Third Securities. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
At a glance
Experience42 years (since 1985)
How that compares ?Top 1% by experience at Strategic Advisers
OfficeSaint John, IN
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2023 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Aug 2021 – Sep 2022Fifth Third Securities, Inc.Previously
- 2016 – 2021Morgan Stanley Investment Management Inc.Previously
- 2009 – 2016Morgan StanleyPreviously
- 1993 – 2009Citigroup Global Markets Inc.Previously
Contact Alan
(617) 563-7000Firm headquarters in Boston, MA. Ask for Alan. Saint John, INOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Alan
Tailored to Alan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Alan
How do I contact Alan?
Call Strategic Advisers at (617) 563-7000 and ask for Alan Shenker. Alan works from the Saint John, IN office.
How long has Alan been a financial advisor?
Alan has been in the industry since 1985, about 42 years. Top 1% by experience at Strategic Advisers.
What licenses does Alan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Alan a fiduciary?
Alan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Alan paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Alan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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