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Austin Wolters

Strategic Advisers LLC

Fort Collins, CO

Loveland, CO

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

3100 S. College Ave Suite 110, Fort Collins, CO 80525-2654 • United States

Loveland, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Usaa Financial Planning Services Addison TX 01/2014 02/2017
Unemployment Dallas TX 02/2017 03/2020
Fidelity Investments Denver CO 03/2020 10/2021
Unemployment Reno NV 10/2021 07/2023
Fidelity Investments Fort Collins CO 07/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2014 → 02/2017
    Usaa Financial Planning Services
    Addison, TX
  • 02/2017 → 03/2020
    Unemployment
    Dallas, TX
  • 03/2020 → 10/2021
    Fidelity Investments
    Denver, CO
  • 10/2021 → 07/2023
    Unemployment
    Reno, NV
  • 07/2023 → Present
    Fidelity Investments
    Fort Collins, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Fort Collins, CO
  • 2020-07-08 → 2021-10-07
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
  • 2014-10-29 → 2017-03-21
    Usaa Financial Planning Services
    San Antonio, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-23
S65 Uniform Investment Adviser Law Examination 2014-10-27
S63 Uniform Securities Agent State Law Examination 2012-08-10
  • S66 Uniform Combined State Law Examination
    2020-06-23
  • S65 Uniform Investment Adviser Law Examination
    2014-10-27
  • S63 Uniform Securities Agent State Law Examination
    2012-08-10
Other Names
  • Austin Carl Wolters
  • Austin Wolters

View on SEC IAPD

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Other Offices

EQUITABLE ADVISORS, LLC · FORT COLLINS, CO
AMERIPRISE FINANCIAL SERVICES, LLC · FORT COLLINS, CO
EDWARD JONES · FT COLLINS, CO
GRADIENT ADVISORS, LLC · FORT COLLINS, CO
AMERIPRISE FINANCIAL SERVICES, LLC · FORT COLLINS, CO
AE WEALTH MANAGEMENT, LLC · Fort Collins, CO
EDWARD JONES · FORT COLLINS, CO
EDWARD JONES · FT COLLINS, CO

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