Philip Krebsbach

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

• 01/2011 → 09/2016
  Securian Financial Services, Inc
  St Paul, MN
• 01/2011 → 09/2016
  Planto Roe Financial Services
  San Antonio, TX
• 01/2011 → 09/2016
  Planto Roe Financial Services
  San Antonio, TX
• 09/2016 → 01/2017
  Farmers Financial Solutions
  San Antonio, TX
• 09/2016 → 01/2017
  Farmers Insurance
  San Antonio, TX
• 01/2017 → 06/2020
  Usaa Financial Advisors, Inc
  San Antonio, TX
• 01/2017 → 12/2020
  Usaa Financial Planning Services
  San Antonio, TX
• 01/2018 → 08/2022
  Usaa Investment Services Company
  San Antonio, TX
• 12/2020 → 08/2022
  Usaa Life Insurance Company
  San Antonio, TX
• 09/2022 → Present
  Fidelity Investments
  San Antonio, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-10-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  San Antonio, TX
• 2018-01-08 → 2022-09-14
  Usaa Investment Services Company
  San Antonio, TX
  Tampa, FL
  San Antonio, TX
  Phoenix, AZ
• 2017-02-10 → 2018-01-08
  Usaa Financial Planning Services
  San Antonio, TX
• 2012-02-03 → 2016-09-13
  Securian Financial Services, Inc.
  San Antonio, TX

Exams

• S66 Uniform Combined State Law Examination
  2012-01-30

Other Names

• Philip David Krebsbach
• Philip Krebsbach