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Lance Aaron Plumb

Strategic Advisers LLC

Kearney, MO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-05-07
KS RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MO RA
    APPROVED
    Since 2025-05-07
  • KS RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Kearney, MO • 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
Nimbl Provo UT 08/2019 03/2020
Brigham Young University - Idaho Rexburg ID 08/2018 08/2019
Utah State Hospital Provo UT 07/2018 08/2018
Brigham Young University - Idaho Rexburg ID 04/2015 07/2018
Fidelity Investments American Fork UT 03/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2019 → 03/2020
    Nimbl
    Provo, UT
  • 08/2018 → 08/2019
    Brigham Young University - Idaho
    Rexburg, ID
  • 07/2018 → 08/2018
    Utah State Hospital
    Provo, UT
  • 04/2015 → 07/2018
    Brigham Young University - Idaho
    Rexburg, ID
  • 03/2020 → Present
    Fidelity Investments
    American Fork, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-12-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

OBA-122077|OrgNmn:Plumb Gutter Cleaning|Org Addr:Kearney,Missouri,US|OBA Nature:Gutter Cleaning Services |Invst Rel:N|Title:Owner|Duties:Running and opperating a gutter cleaning company|StrtDt:05-27-25|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-02
S63 Uniform Securities Agent State Law Examination 2020-09-09
  • S66 Uniform Combined State Law Examination
    2022-12-02
  • S63 Uniform Securities Agent State Law Examination
    2020-09-09
Other Names
  • Lance Aaron Plumb
  • Lance Plumb

View on SEC IAPD

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