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Brian Wacha

Strategic Advisers LLC

Lenexa, KS

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-10-28
TX RA APPROVED 2025-03-31
  • KS RA
    APPROVED
    Since 2025-10-28
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Lenexa, KS • 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
Massmutual Life Insurance Co Springfield MO 06/2022 02/2023
Mml Investors Services, Llc Springfield MO 01/2023 02/2023
Print Group Inc. Ozark MO 05/2016 06/2022
Ozark High School Ozark MO 08/2013 05/2017
Fidelity Investments Jacksonville FL 08/2023 Present
Print Group Inc. Ozark MO 02/2023 08/2023
City Of Clayton Clayton MO 09/2017 02/2018
Braum'S Ozark MO 02/2015 08/2017
Fontbonne University Clayton MO 08/2017 05/2018
Drury University Springfield MO 08/2018 05/2021
University Of Maine Orono ME 08/2021 12/2021
Missouri State University Springfield MO 01/2022 08/2023
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → 02/2023
    Massmutual Life Insurance Co
    Springfield, MO
  • 01/2023 → 02/2023
    Mml Investors Services, Llc
    Springfield, MO
  • 05/2016 → 06/2022
    Print Group Inc.
    Ozark, MO
  • 08/2013 → 05/2017
    Ozark High School
    Ozark, MO
  • 08/2023 → Present
    Fidelity Investments
    Jacksonville, FL
  • 02/2023 → 08/2023
    Print Group Inc.
    Ozark, MO
  • 09/2017 → 02/2018
    City Of Clayton
    Clayton, MO
  • 02/2015 → 08/2017
    Braum'S
    Ozark, MO
  • 08/2017 → 05/2018
    Fontbonne University
    Clayton, MO
  • 08/2018 → 05/2021
    Drury University
    Springfield, MO
  • 08/2021 → 12/2021
    University Of Maine
    Orono, ME
  • 01/2022 → 08/2023
    Missouri State University
    Springfield, MO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Saint Johns, FL
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-01
S63 Uniform Securities Agent State Law Examination 2023-09-18
  • S66 Uniform Combined State Law Examination
    2024-11-01
  • S63 Uniform Securities Agent State Law Examination
    2023-09-18
Other Names
  • Brian Wacha
  • Brian Matthew Wacha

View on SEC IAPD

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