user avatar

Chasten Boen

Advisor at Fidelity — Bonne Terre, MO

Updated today

Credentials

Series 66

Experience

8 years

Location

Bonne Terre, MO

Fidelity logo

Fidelity

Institution

Total advisors

17,005

Across 1,873 offices

Clients per advisor

141 Very High

Avg AUM per client

$234,793 Very Low

HNW client ratio

31% High

About

Chasten Boen is a financial advisor at Fidelity with a Series 66 designation and seven years of industry experience. His previous roles include positions at NBC Securities Inc, First State Financial Management, and Southeast Missouri Community Credit Union. Outside of his advisory work, he is involved with Boen Racing, where he works on and drives a dirt track racing car in events throughout the Midwest. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

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

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Location

See office

Bonne Terre, MO

Bonne Terre MO

Advisors at this office

1

Most active in

Missouri · Texas

Work history

8 years of industry experience

Fidelity Investments

2025 - Present • 1 year

Boston, MA

fidelity Investments

2023 - Present • 3 years

Bonne Terre, MO

NBC Securities Inc

2019 - 2022 • 3 years

Farmington, MO

First State Financial Management

2018 - 2019 • 1 year

Farmington, MO

Southeast Missouri Community Credit Union

2014 - 2018 • 4 years

Park Hills, MO

Disclosures

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

Business activities & affiliations

user avatar

Collin B

Series 65

Farmington, MO

Black Financial Planning, LLC

Collin Black is the principal of Black Financial Planning, LLC in Farmington, MO, and holds a Series 65 credential with five years of industry experience. His background includes roles at Richard Black, CPA, PC, and involvement in a food truck business, The Noodle Nerd, where he is a part owner. Collin also operates as a sole proprietor providing insurance sales and servicing. Black Financial Planning serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities by offering tailored financial plans and consulting, referring clients to third-party money managers for investment implementation rather than managing assets directly. The firm’s process emphasizes documenting client goals, developing customized plans, and monitoring managers while handling client relationships on a case-by-case basis.

Income planning General tax planning Retirement withdrawal strategies General estate planning guidance
user avatar

Cynthia M

Series 63, Series 65

Farmington, MO

Lanark Financial, Inc.

Cynthia Minnis is a financial advisor with Lanark Financial, Inc. in Farmington, MO, holding Series 63 and Series 65 licenses and having 36 years of industry experience. She has worked at Conservative Financial Services, Inc. since 1998 and American Express Financial Advisors since 1992. Outside of finance, she owns and performs in a music business called Cindy Minnis Music. Lanark Financial offers investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in assets through multiple advisor teams and provides a combination of discretionary and non-discretionary services using third-party sub-advisers and model portfolios.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
user avatar

Blake N

Series 66

Farmington, MO

Lanark Financial, Inc.

Blake Nephew is a financial advisor with Lanark Financial, Inc. in Farmington, MO, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at U.S. Bancorp Investments and Edward Jones. He serves as a director for the Rotary Club of St. Francois County. Lanark Financial provides investment management and financial planning services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in client assets through multiple advisor teams and offers program-based accounts using various platforms and sub-advisers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
user avatar

Craig G

Series 66

Bismark, MO

Prospera Financial Services, inc.

Craig Gissy is a financial advisor at Prospera Financial Services, Inc. with 16 years of industry experience. He holds the Series 66 designation and previously worked at Cutter & Company, Inc. for 12 years before joining Prospera Financial Services in 2025. Prospera Financial Services, Inc. is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through 207 advisors and offers investment advisory and financial planning services across various platforms and delivery vehicles.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Lisa S

CFP®, Series 63, Series 65

Farmington, MO

Lanark Financial, Inc.

Lisa Sumpter is a CFP® with 25 years of experience in financial advisory. She is currently with Lanark Financial, Inc. and has worked at First State Financial Management since 2007. Outside of her advisory work, she is a partner in a cattle farming venture with her husband. Lanark Financial provides investment management and financial planning services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in assets through multiple advisor teams and offers a range of program-based accounts with both discretionary and non-discretionary arrangements.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
user avatar

Malia T

Series 66

Farmington, MO

Lanark Financial, Inc.

Malia Toman is a financial advisor at Lanark Financial, Inc. with a Series 66 designation and two years of industry experience. Her prior roles include positions at First State Financial Management and Town & Country Bank. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers program-based accounts through various platforms.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")