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Treana M Lankard

Strategic Advisers LLC

Nichols Hills, OK

Oklahoma, OK

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-03-31
OK RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • KS RA
    APPROVED
    Since 2025-03-31
  • OK RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

1125 Nw 63Rd St Suite A, Nichols Hills, OK 73116-6504 • United States

Oklahoma, OK • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Overland Park KS 06/2013 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2013 → Present
    Fidelity Investments
    Overland Park, KS
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Nichols Hills, OK
    Oklahoma City, OK
  • 2014-01-08 → 2018-07-13
    Strategic Advisers Llc
    Overland Park, KS
    Overland Park, KS
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-11-12
S63 Uniform Securities Agent State Law Examination 1995-03-29
  • S65 Uniform Investment Adviser Law Examination
    2013-11-12
  • S63 Uniform Securities Agent State Law Examination
    1995-03-29
Other Names
  • Treana Marie Martin
  • Treana M Martin
  • Treana Marie Albertson
  • Treana Marie Lankard

View on SEC IAPD

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Other Investors

BENJAMIN DANIEL KENNEDY
LAURA ANN ROY
Michael Patrick Hackler
JERRY MILTON WILLIAMS
BRADLEY JOHN RUMENAPP
Darren Croy
Kristi-Anna Celeste Abdoo
JACOB PATRICK RAINBOLT

Other Offices

WILSHIRE-PENNINGTON GROUP, INC. · NICHOLS HILLS, OK
ASSET MANAGEMENT ADVISORS, LLC · OKLAHOMA CITY, OK
ASSET MANAGEMENT ADVISORS, LLC · OKLAHOMA CITY, OK
RAYMOND JAMES & ASSOCIATES, INC. · OKLAHOMA CITY, OK
LPL FINANCIAL LLC · OKLAHOMA CITY, OK
MML INVESTORS SERVICES, LLC · Oklahoma City, OK
MORGAN STANLEY · Oklahoma City, OK
CAPTRUST · Oklahoma City, OK

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