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Chance Vanausdall

Advisor at Fidelity — Freeman, MO

Updated today

Credentials

Series 66

Experience

2 years

Location

Freeman, MO

Fidelity logo

Fidelity

Institution

Total advisors

16,976

Across 1,868 offices

Clients per advisor

141 Very High

Avg AUM per client

$234,793 Very Low

HNW client ratio

31% High

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

See office

Freeman, MO

Freeman MO

Advisors at this office

1

Most active in

Kansas · Missouri

Work history

2 years of industry experience

Fidelity Investments

2025 - Present • 1 year

Boston, MA

FIDELITY INVESTMENTS

2024 - Present • 2 years

Overland Park, KS

1st Choice Property Preservation

2022 - 2024 • 2 years

Freeman, MO

Kansas Air National Guard

2020 - 2024 • 4 years

Topeka, KS

Honeywell FM&T

2018 - 2022 • 4 years

Kansas City, MO

Kansas Air National Guard

2012 - 2020 • 8 years

Topeka, KS

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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Lisa C

Series 65

Bucyrus, KS

Clear Springs Wealth

Lisa Clements is a financial advisor at Clear Springs Wealth with a Series 65 designation and three years of industry experience. Before founding Clear Springs Wealth, she worked at Facebook and pursued entrepreneurial ventures under the name With Lisa. Clear Springs Wealth is an independent, fee-only advisory firm serving individual clients across the emerging affluent to high-net-worth spectrum. The firm offers discretionary investment management and ongoing financial planning, using a primarily passive, asset-allocation approach grounded in Modern Portfolio Theory.

General estate planning guidance Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy Established Professionals
user avatar

Elliot O

Series 66

Stilwell, KS

Sphinx Investments LLC

Elliot Omanson is a financial advisor at Sphinx Investments LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at OWLFI RIA LLC, Motiv8 Investments LLC, and USA Financial Securities. Outside of his advisory role, he is a co-owner of a property and casualty insurance agency in Lenexa, KS. Sphinx Investments LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, corporations, and an interval closed-end investment company. The firm combines fundamental analysis and modern portfolio theory with a long-term trading approach and serves clients through customized investment strategies and documented Investment Policy Statements.

Private / alternative investments Real estate investing
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Robert W

CFP®, Series 63, Series 65

Pleasant Hill, MO

Money Concepts Capital Corp

Robert White is a CFP® professional with 35 years of industry experience, currently serving at Money Concepts Capital Corp. He has been with Prairie Financial Group, LLC since 2007. Outside of his advisory role, he is an author of fiction and serves as Vice President on the Board of Directors for the Cass County Coalition of Chambers, as well as a board member of the Pleasant Hill Historical District. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers a range of managed programs and employs model portfolios, third-party sub-advisers, and fundamental and technical analysis to manage assets for approximately 14,700 clients.

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

Cole W

Series 63, Series 66

Harrisonville, MO

Edward Jones

Cole Welhoff is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2023. His prior roles include positions at Northwestern Mutual, American Century Investments, and Metropolitan Environmental Trust. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

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

Spencer M

CFP®, Series 66

Harrisonville, MO

Edward Jones

Spencer Morse is a CFP® professional with four years of industry experience, currently advising clients at Edward Jones since 2021. Prior to joining Edward Jones, he worked at MarksNelson LLC and Valbridge Property Advisors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

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 one year of industry experience. She holds the Series 66 designation and has prior work experience at John Deere and First Option Bank. Outside of finance, she has worked with the Louisburg Aquatic Center and Louisburg High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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