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Treana M Lankard

Treana M. Lankard

STRATEGIC ADVISERS LLC | VP, Branch Leader
OKLAHOMA, OK
Some features on this profile are disabled
CRD#: 1925053
Treana M Lankard

Professional summary

Treana M Lankard, who also goes by Treana Marie Albertson, Treana Marie Lankard, Treana M Martin, Treana Marie Martin, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Oklahoma, Oklahoma and FIDELITY BROKERAGE SERVICES LLC located in Nichols Hills, Oklahoma.

Treana is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Treana has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10, Series 9 and Series 8 exams.

Biography

I work for an excellent firm in the financial services industry; a firm with a long history of focusing on our client's interests first. I've been in the industry for over 2 decades. I believe in what Fidelity stands for- investment management, exceptional client service, diverse investment choices, and personalized guidance when you need it. As VP - Branch Leader for the Oklahoma City Investor Center , I am committed to using every available resource to help you reach for your goals.
top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Treana Marie Albertson | Treana Marie Lankard | Treana M Martin | Treana Marie Martin

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Treana M Lankard's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Education

Friends University

Bachelor of Business Administration - Human Resources

2018

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 1125 Nw 63rd St Suite A, Nichols Hills, OK 73116-6504
RIA
CRD#: 104555
OKLAHOMA, OK
Current

June 21, 2013 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 1125 Nw 63rd Street Suite A, Nichols Hills, OK 73116
BD
CRD#: 7784
Nichols Hills, OK
Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
NICHOLS HILLS, OK
Past

January 8, 2014 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
OVERLAND PARK, KS
Past

December 4, 2012 - June 11, 2013

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
WICHITA, KS
Past

June 1, 2009 - November 5, 2012

MORGAN STANLEY

BD
CRD#: 149777
KANSAS CITY, MO
Past

November 3, 2000 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
WICHITA, KS
Past

December 13, 1994 - September 6, 2000

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Kansas
(6/21/2013)
IAR
Kansas
(3/31/2025)
RR
Massachusetts
(1/6/2020)
RR
Missouri
(6/24/2013)
RR
Nebraska
(10/18/2013)
RR
Oklahoma
(12/6/2021)
IAR
Oklahoma
(3/31/2025)
RR
Texas
(1/7/2020)
IAR
Texas
(3/31/2025)
RR
Utah
(1/6/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/12/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/29/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/12/1994
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 1/2/2023
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 1/2/2023
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 8
Date: 10/9/1995
General Securities Sales Supervisor Examination (Options Module & General Module)
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange

Current Firm

SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)
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Contact information

Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)
FIDELITY STRATEGIC DISCIPLINES (11/10/2025)
FIDELITY WEALTH SERVICES (9/10/2025)
STRATEGIC ADVISERS LLC (9/10/2025)
FIDELITY MANAGED FIDFOLIOS (3/31/2025)
FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)
FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

STRATEGIC ADVISERS LLC

VP, Branch LeaderCRD#: 104555Oklahoma, OK

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