Paul C. Deibele

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

• 05/2020 → 03/2022
  New York Life Insurance Co
  Madison, WI
• 07/2020 → 03/2022
  Action Financial Strategies, Llc
  New Holstein, WI
• 01/2015 → 06/2020
  Dane County Sheriff'S Office
  Madison, WI
• 03/2022 → 09/2022
  Associated Bank
  Kiel, WI
• 03/2021 → 03/2021
  Nylife Securities Llc
  Madison, WI
• 09/2022 → 05/2024
  Associated Investment Services, Inc.
  Green Bay, WI
• 05/2024 → 06/2024
  Unemployed
  Kiel, WI
• 08/2021 → 03/2022
  Eagle Strategies Llc
  New Holstein, WI
• 06/2024 → Present
  Fidelity Investments
  Milwaukee Market, WI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-08-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Kiel, WI
  Vineland, NJ
• 2022-09-15 → 2024-06-10
  Associated Investment Services, Inc.
  Green Bay, WI
  Green Bay, WI
• 2021-08-20 → 2022-03-29
  Eagle Strategies Llc
  New Holstein, WI

Exams

• S66 Uniform Combined State Law Examination
  2021-07-25

Other Names

• Paul Deibele
• Paul Christopher Deibele
• Paul C Deibele