Austin Franz
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.
About
Austin Franz is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2020, progressing through various positions including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Client Relationship Specialist at Charles Schwab from 2019 to 2020 and as a Financial Specialist at UW Credit Union from 2017 to 2019.
In his current role, Austin focuses on understanding clients' unique financial situations through a collaborative process. He works with clients to develop retirement plans and investment strategies aimed at helping them navigate the financial landscape and move closer to achieving their financial goals.
Outside of his professional career, Austin has personal interests that include boating, cars, fitness, lake activities, motorcycles, and parenthood.
Expertise
General retirement planning
Retirement income strategy
Income planning
Wealth management
Passive / index investing
Demographic focus
Parents
Work history
Fidelity Investments
2025 - Present (1 year)
Fidelity brokerage Services LLC
2020 - Present (6 years)
Charles Schwab Bank
2019 - 2020 (1 year)
Charles Schwab & Co., Inc.
2019 - 2020 (1 year)
UW Credit Union
2017 - 2019 (2 years)
Associate Bank
2016 - 2017 (1 year)
Napa Auto parts
2013 - 2016 (3 years)
Central Wisconsin Duct Cleaning
2007 - 2017 (10 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.
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