Randy Von Bargen

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

• 07/2013 → 05/2017
  Jp Morgan Chase Bank
  Founatin Valley, CA
• 05/2022 → 06/2024
  Lpl Financial Llc
  Tustin, CA
• 02/2019 → 03/2020
  Schoolsfirst Fcu
  Tustin, CA
• 05/2017 → 02/2019
  Jp Morgan Securities Llc
  Fountain Valley, CA
• 03/2020 → 05/2022
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 06/2024 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-12-16 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Stanton, CA
• 2023-02-16 → 2024-06-17
  Lpl Financial Llc
  Tustin, CA

Exams

• S66 Uniform Combined State Law Examination
  2022-07-30
• S63 Uniform Securities Agent State Law Examination
  2017-05-17

Other Names

• Randy P Von Bargen
• Randy Von Bargen
• Randy Patrick Von Bargen
• Randy Vonbargen