Raechel Artz
Advisor at Fidelity
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Client services
Based on Fidelity
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Provider of model portfolios
Location
One Destiny Way
Westlake, TX 76262-8103
Most active in
Raechel A has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
Fidelity Investments
2025 - Present (1 year)
Fidelity Investments
2021 - Present (5 years)
Fidelity TalentSouce
2021 - 2021 (1 year)
Instacart
2018 - 2019 (1 year)
Southwestern Adventist University
2018 - 2020 (2 years)
Crowley ISD
2013 - 2019 (6 years)
Tarrant County College
2010 - 2017 (7 years)
YMCA of Metropolitan Fort Worth
2009 - 2021 (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Christopher S
Verified by Warmer
CFP®, Series 66
Northlake, TX
Retire With Swan
Christopher Swan is a CFP® professional with nine years of industry experience. He is the sole advisor at Retire With Swan, an independent firm he founded in 2020. Prior to this, he worked at Merrill Lynch, Charles Schwab, & Edward Jones. Retire With Swan focuses on retirement-centered financial planning and discretionary investment management for individual and high-net-worth clients. The firm employs a goals-based, long-term investment approach emphasizing strategic asset allocation, diversification, and regular portfolio monitoring.
Joseph R
Series 65
Corinth, TX
Tooth & Coin Wealth
Dhiren X
Series 65, Series 66
Coppell, TX
Serendib Capital Management LLC
Richard O
CFP®, Series 63, Series 66
Lewisville, TX
Zuwa Financial LLC
Kevin F
CFA®, Series 63, Series 65
Keller, TX
Freeman Global Investment Counsel
Jacob M
Series 63, Series 65, Series 66
Grapevine, TX
9M Investments, LLC
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