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Chasten Boen

Advisor at Fidelity

Updated today

Location

Bonne Terre, MO

Credentials

Series 66

Industry experience

7 years

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

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Location

Bonne Terre, MO

Most active in

Missouri · Texas

Work history

Fidelity Investments

2025 - Present (1 year)

fidelity Investments

2023 - Present (3 years)

NBC Securities Inc

2019 - 2022 (3 years)

First State Financial Management

2018 - 2019 (1 year)

Southeast Missouri Community Credit Union

2014 - 2018 (4 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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Collin B

Series 65

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Collin Black is a financial advisor at Black Financial Planning, LLC with five years of industry experience. He holds a Series 65 credential and has prior experience working at Richard Black, CPA, PC. Outside of financial planning, he is a part owner of The Noodle Nerd, a food truck business. Black Financial Planning, LLC provides financial planning and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive planning without direct asset management, referring clients to third-party advisers and coordinating ongoing oversight.

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Cynthia M

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Blake N

Series 66

Farmington, MO

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Blake Nephew is a financial advisor with NBC Securities, Inc. in Farmington, MO, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Inc. and Edward Jones. He serves as a director on the board of the Rotary Club of St. Francois County. NBC Securities provides investment management, financial planning, and brokerage services to individual and institutional clients, including high-net-worth individuals, ERISA-qualified plans, and endowments. The firm offers multiple fee-based advisory programs and operates both as a registered investment adviser and a FINRA-registered broker-dealer.

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Craig G

Series 66

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Lisa S

CFP®, Series 63, Series 65

Farmington, MO

Nbc Securities, Inc.

Lisa Sumpter is a CFP® professional with 25 years of experience in the financial industry. She has worked at First State Financial Management since 2007. Outside of her advisory role, she is a partner in Liberty Pastures, a cattle farming venture she runs with her husband. NBC Securities, Inc. provides investment management, financial planning, and brokerage services to a diverse client base including individuals and institutions. The firm offers multiple fee-based advisory programs and operates as both a registered investment adviser and a broker-dealer with significant integration to banking and sponsor platforms.

Retirement income strategy Wealth management Founder/Business Owner Retired
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Malia T

Series 66

Farmington, MO

Nbc Securities, Inc.

Malia Toman is a financial advisor with NBC Securities, Inc. holding a Series 66 designation and one year of industry experience. Her prior roles include positions at First State Financial Management and Town & Country Bank, along with experience in admissions and public administration. NBC Securities provides investment management, financial planning, and brokerage services to a diverse client base, including high-net-worth individuals and institutional clients. The firm offers multiple fee-based advisory programs with discretionary and non-discretionary options and integrates brokerage and custody services through RBC platforms.

Retirement income strategy Wealth management Founder/Business Owner Retired
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