Austin Konzen, financial advisor Chicago IL

Austin Konzen

CRD Number: 6706262
Current Firm: Fidelity Personal And Workplace Advisors

Austin Konzen (CRD# 6706262) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Chicago, IL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Chicago, IL Aug 2020 - Current 1
Charles Schwab Bank Winnetka, IL Jun 2018 - Aug 2020 2
Charles Schwab & Company, Inc. Winnetka, IL Sep 2016 - Aug 2020 3
Purdue University West Lafayette, IN Aug 2012 - Jun 2016 3
Fitzmark, Inc. Indianapolis, IN Jun 2015 - Aug 2015 < 1
Plato's Closet Merrillville, IN Jun 2013 - Aug 2014 1
Jewel-osco Supermarket Dyer, IN Jun 2011 - Aug 2012 1
Marian Catholic High School Chicago Heights, IL Aug 2008 - Jun 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2017
S66 NASAA Uniform Combined State Law Examination Aug 2018
Contact Info for Austin Konzen
Phone Number: 617-563-7000
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    566,242
    MILLIONS
  • Total Number of Accounts
    1,216,586
    ACCOUNTS
  • Average Account Value
    $465,435
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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