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Chance Vanausdall

Advisor at Fidelity

Updated today

Location

Freeman, MO

Credentials

Series 66

Industry experience

1 year

About

Chance Vanausdall is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to his current role, he worked at 1st Choice Property Preservation and served in the Kansas Air National Guard for multiple years. Outside of his advisory work, he is the sole proprietor of VanAusdall LLC, a homestead operation involving general farm chores, animal transport, canning, and baking. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios used across intermediary platforms.

Client services

Based on Fidelity

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Based on Fidelity

Charitable giving & philanthropy Active portfolio management

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Location

Freeman, MO

Most active in

Kansas · Missouri

Work history

Fidelity Investments

2025 - Present (1 year)

FIDELITY INVESTMENTS

2024 - Present (2 years)

1st Choice Property Preservation

2022 - 2024 (2 years)

Kansas Air National Guard

2020 - 2024 (4 years)

Honeywell FM&T

2018 - 2022 (4 years)

Kansas Air National Guard

2012 - 2020 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Stilwell, KS

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Private / alternative investments Real estate investing
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Robert W

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Pleasant Hill, MO

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Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive

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Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive

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Retirement income strategy General retirement planning Multi-generational wealth transfer Business ownership considerations Wealth management Founder/Business Owner Intergenerational Families
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Isabelle H

Series 66

Louisburg, KS

Edward Jones

Isabelle Holtzen is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Before joining Edward Jones in 2025, she worked at John Deere for five years and held roles at First Option Bank, the University of Northern Iowa, Louisburg Aquatic Center, and Louisburg High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors and offers a variety of advisory strategies alongside affiliated mutual funds and other services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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