Austin Robert Franz

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

• 07/2019 → 05/2020
  Charles Schwab & Co., Inc.
  Milwaukee, WI
• 07/2019 → 05/2020
  Charles Schwab Bank
  Milwaukee, WI
• 09/2016 → 04/2017
  Associate Bank
  Steven Point, WI
• 05/2017 → 07/2019
  Uw Credit Union
  Stevens Point, WI
• 09/2007 → 05/2017
  Central Wisconsin Duct Cleaning
  Stevens Point, WI
• 05/2020 → Present
  Fidelity Brokerage Services Llc
  Edina, MN
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-09-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Edina, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-12-22
• S63 Uniform Securities Agent State Law Examination
  2019-12-23

Other Names

• Austin Robert Franz
• Austin Franz