Ty Z Rafn

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

• 05/2017 → 10/2022
  Deppisch Maintenance Llc
  Cedarburg, WI
• 11/2022 → 01/2023
  Westpoint Financial Group
  Wauwatosa, WI
• 01/2023 → 01/2023
  Highland House
  Mequon, WI
• 01/2023 → 02/2023
  Joe Tamm State Farm
  Greenfield, WI
• 01/2023 → Present
  Maxwell's
  Cedarburg, WI
• 02/2023 → Present
  Fidelity Investments
  Mequon, WI
• 08/2016 → 05/2017
  Uwm
  Milwaukee, WI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-08-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Mequon, WI

Other Businesses

OBA-122042|OrgNmn:RCB Maxwell's Inc|Org Addr:Cedarburg,Wisconsin,US|OBA Nature:Bar and Grill|Invst Rel:N|Title:Employee|Duties:Making drinks, Serving Food, Cleaning, Stocking|StrtDt:01-12-23|TotHrs/mon:16|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2023-07-26

Other Names

• Ty Zachary Rafn