U.S. Bancorp Advisors
42yrs
Top advisor by experience in Ballwin
17yrs
James Gansner
Financial advisor at Strategic Advisers
James Gansner is a fiduciary financial advisor in Ballwin, Missouri, with 17 years in the industry. James joined Strategic Advisers in 2025, after five years at Fidelity Personal and Workplace Advisors and a year at American Century Investments Private Client Group. James holds the CFP® designation.
One of 48 advisors with offices in Ballwin, and one of 45 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?Top 20% by experience at Strategic Advisers
OfficeBallwin, MO
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 ?1 state
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2020 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Jan 2019 – May 2020American Century Investments Private Client Group, Inc.Previously
- Jan 2018 – Jan 2019TD Ameritrade, Inc.Previously
- Jan 2018 – Jan 2019TD Ameritrade Investment Management, LLCPreviously
- 2015 – 2018Scottrade Investment ManagementPreviously
- Nov 2014 – Jan 2015Wells Fargo Clearing Services, LLCPreviously
Contact James
(617) 563-7000Firm headquarters in Boston, MA. Ask for James. Ballwin, MOOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask James
Tailored to James’s registration and firm.
- 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 James
How do I contact James?
Call Strategic Advisers at (617) 563-7000 and ask for James Gansner. James works from the Ballwin, MO office.
How long has James been a financial advisor?
James has been in the industry since 2009, about 17 years. Top 20% by experience at Strategic Advisers.
What licenses does James hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask James 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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