Chantz Kwapick

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

• 10/2018 → 06/2021
  Usa Mutuals
  Milwaukee, WI
• 12/2018 → 04/2021
  Compass Distributors, Llc
  Milwaukee, WI
• 08/2017 → 10/2018
  Premier Legacy Wealth Management
  Menomonee Falls, WI
• 08/2016 → 08/2017
  Unemployed
  Franklin, WI
• 04/2021 → 06/2021
  Ultimus Fund Distributors, Llc
  Cincinnati, OH
• 10/2021 → Present
  Fidelity Investments
  Franklin, WI
• 06/2021 → 10/2021
  Unemployed
  Franklin, WI
• 08/2015 → 05/2017
  Concordia University
  Mequon, WI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-12-15 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT
  Franklin, WI
• 2019-04-05 → 2019-12-31
  Usa Mutuals Advisors, Inc.
  Milwaukee, WI

Exams

• S66 Uniform Combined State Law Examination
  2019-03-30

Other Names

• Chantz Joseph Kwapick
• Chantz Kwapick