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Temple Ann Duke

Strategic Advisers LLC

Grand Rapids, MI

Lansing, MI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

3480 28Th Street Se, Grand Rapids, MI 49512-1602 • United States

Lansing, MI • 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 Grand Rapids MI 06/2022 Present
Target Optical Orem UT 09/2014 06/2017
Target Optical Salt Lake City UT 06/2017 01/2020
Target Optical Orem UT 01/2020 07/2022
Little America Hotel Salt Lake City UT 03/2019 08/2019
Brigham Young University Provo UT 01/2015 04/2018
Brigham Young University Provo UT 01/2020 08/2022
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → Present
    Fidelity Investments
    Grand Rapids, MI
  • 09/2014 → 06/2017
    Target Optical
    Orem, UT
  • 06/2017 → 01/2020
    Target Optical
    Salt Lake City, UT
  • 01/2020 → 07/2022
    Target Optical
    Orem, UT
  • 03/2019 → 08/2019
    Little America Hotel
    Salt Lake City, UT
  • 01/2015 → 04/2018
    Brigham Young University
    Provo, UT
  • 01/2020 → 08/2022
    Brigham Young University
    Provo, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Grand Rapids, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-03
  • S66 Uniform Combined State Law Examination
    2023-08-03
Other Names
  • Temple Ann Duke
  • Temple Duke

View on SEC IAPD

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Other Offices

J. W. COLE ADVISORS, INC. · Grand Rapids, MI
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WEALTHSPAN INVESTMENT MANAGEMENT, LLC · GRAND RAPIDS, MI
STRATEGIC NAVIGATORS PRIVATE WEALTH · GRAND RAPIDS, MI
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ASPIRE WEALTH · CALEDONIA, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · GRAND RAPIDS, MI

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