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Advisors / Minnesota / Bloomington
1yr

Aman Gupta

Financial advisor at Strategic Advisers

Aman Gupta has worked in the financial industry for 1 year and is a fiduciary financial advisor based in Bloomington, Minnesota. Aman joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Strategic Advisers reports being paid through a percentage of assets and flat fees.

One of 568 advisors with offices in Bloomington, and one of 486 fiduciaries.

Bloomington, MNFiduciary advisor

At a glance

Experience1 years (since 2025)
How that compares ?1 years in the industry
OfficeBloomington, MN
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

  1. Sep 2025 – now

Questions to ask Aman

Tailored to Aman’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. 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 Aman

How do I contact Aman?

Call Strategic Advisers at 617-563-7000 and ask for Aman Gupta. Aman works from the Bloomington, MN office.

How long has Aman been a financial advisor?

Aman has been in the industry since 2025, about 1 years. 1 years in the industry.

What licenses does Aman hold?

Series 66. Tap any license on this page to see what it allows.

Is Aman a fiduciary?

Aman is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Aman paid?

Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Aman 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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