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Wendy Wittke

Strategic Advisers LLC

South Jordan, UT

Lehi, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

South Jordan, UT • United States

3600 N Outlet Parkway Suite 400, Lehi, UT 84048-7365 • 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
Unemployed Salt Lake City UT 05/2003 03/2023
Life Health Littleton CO 08/2022 03/2023
Fidelity Investments Salt Lake City UT 03/2023 Present
Vimana Yoga/Mountain Yoga Sandy Sandy UT 08/2020 11/2020
The School Of Natural Healing Springville UT 04/2015 08/2017
Fidelity Investments Boston MA 03/2025 Present
  • 05/2003 → 03/2023
    Unemployed
    Salt Lake City, UT
  • 08/2022 → 03/2023
    Life Health
    Littleton, CO
  • 03/2023 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 08/2020 → 11/2020
    Vimana Yoga/Mountain Yoga Sandy
    Sandy, UT
  • 04/2015 → 08/2017
    The School Of Natural Healing
    Springville, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

OBA-97775|OrgNmn:Yoga Instructor/Health Retreats|Org Addr:South Jord,Utah,US|OBA Nature:Instruct yoga classes, educate|Invst Rel:N|Title:Yoga Instructor; Health & Wellnes|Duties:Instruct yoga classes, lead health retreats, educate about herbalism, formulate herbal products, etc.|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-16
  • S66 Uniform Combined State Law Examination
    2023-12-16
Other Names
  • Wendy Anne Lowrance
  • Wendy Anne Wittke

View on SEC IAPD

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