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Lynne Owens Amen

Strategic Advisers LLC

Woodbury, MN

Oakdale, MN

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MN RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Woodbury, MN • United States

8342 3Rd Street N, Oakdale, MN 55128-5439 • 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
University Of Saint Thomas St. Paul MN 05/2017 05/2021
Metropolitan State University St. Paul MN 01/2016 05/2018
Math Tutoring And More, Llc Woodbury MN 01/2009 05/2021
Fidelity Investments Oakdale MN 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2017 → 05/2021
    University Of Saint Thomas
    St. Paul, MN
  • 01/2016 → 05/2018
    Metropolitan State University
    St. Paul, MN
  • 01/2009 → 05/2021
    Math Tutoring And More, Llc
    Woodbury, MN
  • 06/2021 → Present
    Fidelity Investments
    Oakdale, MN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-12-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Oakdale, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-04
  • S66 Uniform Combined State Law Examination
    2021-10-04
Other Names
  • Lynne Owens

View on SEC IAPD

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