Thomas J. Brunz

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 09/2020
  Cuso Financial Services, Lp
  San Diego, CA
• 03/2018 → 09/2020
  Bellco Credit Union
  Westminster, CO
• 09/2020 → 01/2021
  Unemployed
  Westminster, CO
• 01/2021 → Present
  Fidelity Investments
  Greenwood Village, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-03-10 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO
• 2015-04-15 → 2020-09-11
  Cuso Financial Services, L.P.
  Redlands, CA
  Yucaipa, CA
  Westminster, CO
  Thornton, CO
• 2013-08-20 → 2015-04-06
  Lawing Financial Inc
  Greenwood Village, CO
  Overland Park, KS
• 2012-11-12 → 2013-08-20
  Lpl Financial Llc
  Denver, CO
  Fort Mill, SC
  Denver, CO
• 2010-07-30 → 2012-11-16
  Cuna Brokerage Services, Inc.
  Waverly, IA
  Denver, CO
• 2008-06-27 → 2010-07-16
  Cuso Financial Services, L.P.
  Littleton, CO
• 2007-02-28 → 2008-05-01
  Edward Jones
  St Louis, MO
  Fort Collins, CO
  Ft Collins, CO

Other Businesses

OBA-104172|OrgNmn:American Heritage Girls troop 3031|Org Addr:Broomfield,Colorado,US|OBA Nature:Leadership and character devel|Invst Rel:Y|Title:Treasurer for chapter 3031|Duties:Handle Dues and pay bills as approved by committee. |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2007-02-15

Other Names

• Thomas Brunz
• Thomas Jacob Brunz