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Owen Wildermuth

Strategic Advisers LLC

Thousand Oaks, CA

Camarillo, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

111 South Westlake Blvd Suite #103, Thousand Oaks, CA 91362-3807 • United States

Camarillo, CA • 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
Zincasa Littleton CO 09/2022 01/2023
Starbucks Westlake Village CA 05/2019 07/2022
Dilbeck Real Estate Westlake Village CA 08/2018 11/2018
Jersey Mikes Westlake Village CA 10/2017 07/2018
Chick Fil A Westlake Village CA 08/2013 08/2017
Fidelity Investments Thousand Oaks CA 08/2023 Present
Moorpark Community College Westlake Village CA 08/2017 08/2019
Unemployed Camarillo CA 01/2023 07/2023
California State University Camarillo CA 01/2020 05/2022
Fidelity Investments Boston MA 03/2025 Present
  • 09/2022 → 01/2023
    Zincasa
    Littleton, CO
  • 05/2019 → 07/2022
    Starbucks
    Westlake Village, CA
  • 08/2018 → 11/2018
    Dilbeck Real Estate
    Westlake Village, CA
  • 10/2017 → 07/2018
    Jersey Mikes
    Westlake Village, CA
  • 08/2013 → 08/2017
    Chick Fil A
    Westlake Village, CA
  • 08/2023 → Present
    Fidelity Investments
    Thousand Oaks, CA
  • 08/2017 → 08/2019
    Moorpark Community College
    Westlake Village, CA
  • 01/2023 → 07/2023
    Unemployed
    Camarillo, CA
  • 01/2020 → 05/2022
    California State University
    Camarillo, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Thousand Oaks, CA
    Camarillo, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-29
  • S66 Uniform Combined State Law Examination
    2025-01-29
Other Names
  • Owen Shane Wildermuth

View on SEC IAPD

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Other Offices

IBN ASSET MANAGEMENT, LLC · THOUSAND OAKS, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Thousand Oaks, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Thousand Oaks, CA
LPL FINANCIAL LLC · THOUSAND OAKS, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · THOUSAND OAKS, CA
STRATEGIC FINANCIAL · THOUSAND OAKS, CA
GOLD COAST SECURITIES, INC. · THOUSAND OAKS, CA
GOLD COAST SECURITIES, INC. · THOUSAND OAKS, CA

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