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Austin Matthew Turner

Austin M. Turner

STRATEGIC ADVISERS LLC | Financial Consultant
KANSAS CITY, MO
Some features on this profile are disabled
CRD#: 4981863
Austin Matthew Turner

Professional summary

Austin Matthew Turner, CFP®, who also goes by Austin M Turner, Austin Turner, Matthew A Turner, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Kansas City, Missouri and FIDELITY BROKERAGE SERVICES LLC located in Overland Park, Kansas.

Austin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Austin has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Biography

As a Financial Consultant, I partner with individuals and families to understand their own unique situation and goals, so that we may work together on developing sound financial strategies. I have a passion for financial planning and creative problem solving, and strive to form long-term, collaborative relationships built around a shared vision of success.
top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Austin M Turner | Austin Turner | Matthew A Turner

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
US ARMY RESERVES. 418 CA BN, 1200 WESTOVER RD, BELTON, MO 64012. EMPLOYEMENT START DATE IS 6/19/2008 AND TITLE IS CIVIL AFFAIRS SPECIALIST. BUSINESS IS NOT INVESTMENT RELATED. # OF HOURS PER MONTH: 20. # OF HOURS DURING SECURITIY TRADING HOURS: 0.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Austin Matthew Turner's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Education

University of Georgia

Master of Science (MS) - Financial Planning

2019

University of Kansas

Bachelor of Arts (BA) - Business Administration

2004

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 11200 Nall Avenue, Overland Park, KS 66211-1233
RIA
CRD#: 104555
KANSAS CITY, MO
Current

August 3, 2022 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 11200 Nall Avenue, Overland Park, KS 66211
BD
CRD#: 7784
Overland Park, KS
Past

August 10, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
OVERLAND PARK, KS
Past

September 10, 2021 - July 7, 2022

LPL FINANCIAL LLC

RIA
CRD#: 6413
OVERLAND PARK, KS
Past

July 15, 2021 - July 7, 2022

LPL FINANCIAL LLC

BD
CRD#: 6413
OVERLAND PARK, KS
Past

February 11, 2020 - September 8, 2021

WADDELL & REED

RIA
CRD#: 866
OVERLAND PARK, KS
Past

August 26, 2011 - February 11, 2020

IVY DISTRIBUTORS, INC.

BD
CRD#: 16496
OVERLAND PARK, KS
Past

December 8, 2008 - September 8, 2021

WADDELL & REED

BD
CRD#: 866
OVERLAND PARK, KS
Past

February 16, 2007 - March 25, 2008

AMERICAN CENTURY INVESTMENT SERVICES INC.

BD
CRD#: 17437
KANSAS CITY, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(8/8/2022)
RR
Arkansas
(8/8/2022)
RR
California
(11/5/2024)
RR
Colorado
(5/7/2025)
RR
Florida
(8/8/2022)
RR
Iowa
(8/8/2022)
RR
Kansas
(8/3/2022)
IAR
Kansas
(3/31/2025)
RR
Missouri
(8/3/2022)
IAR
Missouri
(3/31/2025)
RR
Nebraska
(8/8/2022)
RR
North Carolina
(1/27/2025)
RR
Ohio
(7/27/2023)
RR
Oregon
(12/23/2024)
RR
South Carolina
(10/31/2025)
RR
Texas
(8/8/2022)
IAR
Texas
(3/31/2025)
RR
Utah
(9/21/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/8/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/18/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/20/2011
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/15/2007
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange

Current Firm

SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)
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Contact information

Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)
FIDELITY STRATEGIC DISCIPLINES (11/10/2025)
FIDELITY WEALTH SERVICES (9/10/2025)
STRATEGIC ADVISERS LLC (9/10/2025)
FIDELITY MANAGED FIDFOLIOS (3/31/2025)
FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)
FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

STRATEGIC ADVISERS LLC

Financial ConsultantCRD#: 104555Kansas City, MO

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Contact information

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