Robert W. Baird & Co.
47yrs
Top advisor by experience in Minnetonka
2yrs
Will Gilbert is a fiduciary financial advisor in Minnetonka, Minnesota, with 2 years in the industry. Will joined Strategic Advisers in 2025, after a year at Ameriprise Financial Services. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 461 advisors with offices in Minnetonka, and one of 355 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office11450 Wayzata Blvd, Minnetonka, MN 55305
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Dec 2025 – nowStrategic Advisers LLCCurrent firm
- Feb 2025 – Nov 2025Ameriprise Financial Services, LLCPreviously
Questions to ask Will
Tailored to Will’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Will
How do I contact Will?
Call Strategic Advisers at (617) 563-7000 and ask for Will Gilbert. Will works from the Minnetonka, MN office.
How long has Will been a financial advisor?
Will has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Will hold?
Series 66. Tap any license on this page to see what it allows.
Is Will a fiduciary?
Will is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Will paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Will 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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