Meghan Schlegel

Advisor at Fidelity

Updated today
Fidelity logo

Firm

Fidelity

Location

Kuna, ID

Credentials

Series 66

Industry experience

5 years

About

Meghan Schlegel is a Financial Consultant at Fidelity Investments, a position she has held since 2023. She focuses on understanding clients' most important life goals and developing personalized plans to help them work towards achieving those goals. Meghan identifies potential strategies to ensure clients are on a unique path toward financial success.

Her professional experience includes roles as an Investment Consultant at Fidelity Investments from 2022 to 2023, an Institutional Consultant at Morgan Stanley-Graystone Consulting in 2022, and a Wealth Advisor Associate at Morgan Stanley from 2020 to 2022. Meghan holds a California Insurance License.

Expertise

Wealth management

Work history

Fidelity Investments

2025 - Present (1 year)

fidelity Investments

2022 - Present (4 years)

Morgan Stanley Smith Barney LLC

2020 - 2022 (2 years)

The Dam Bar and Grill

2018 - 2020 (2 years)

Nobel House

2016 - 2018 (2 years)

The Beehive Tavern

2009 - 2016 (7 years)

Disclosures

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

Ron S

CFP®, RICP®

Meridian, ID

Retire Sensibly LLC

Welcome! I’m Ron Strobel, CFP®, founder of Retire Sensibly LLC. I began my career working as a financial advisor for several large wealth management firms. The focus on commissions, hidden fees, and other unethical behavior left me dismayed and looking for a better alternative. I quit my job shortly after earning my CERTIFIED FINANCIAL PLANNER™ designation and launched Retire Sensibly LLC. I help my clients: 1. Organize their finances 2. Invest intelligently 3. Feel more confident about their retirement plan I serve clients in Boise, Meridian, Caldwell, Nampa, and the surrounding areas. I offer a no-cost, no-obligation introductory appointment that begins with a 15-minute phone call followed by an in-person meeting in which we focus on establishing your family’s goals, values, and attitude toward investing. In my personal life, I enjoy working on home improvement projects, fishing from my kayak, and exploring Idaho’s outdoors.

General retirement planning General tax planning Widow/Widower Baby Boomers (Born 1946-1964)

Francois B

CFP®, Series 66

Boise, ID

Investor FAN

Retirement income strategy General retirement planning Wealth management

Ashley W

Series 63, Series 66

Boise, ID

Fidelity

Ashley Ward is a Planning Consultant at Fidelity Investments, a position held since 2021. She has over a decade of experience in the financial industry, focusing on educating and engaging high-net-worth clients to develop financial plans tailored to their specific needs and goals. Ashley's role involves providing clients with information, resources, and investment guidance to support critical decisions regarding their investment portfolios and retirement plans. Her tenure at Fidelity Investments includes roles as a Relationship Manager from 2016 to 2021, a High Net Worth Service Associate in 2016, and a Full Trader from 2015 to 2016. Ashley holds insurance licenses in Arkansas and California, which support her professional qualifications. Outside of her professional life, Ashley has interests in camping, museums, painting, parenthood, reading, and traveling.

Wealth management Retirement income strategy General retirement planning Income planning

Darren C

Series 66

Nampa, ID

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management

Cole R

Series 63, Series 66

Boise, ID

Fidelity

Cole Rumrill is a Financial Consultant at Fidelity. In this role, he focuses on understanding clients' goals and collaborating with them to utilize Fidelity's tools to pursue those objectives. He has held various positions at Fidelity, including Investment Consultant in 2025, Relationship Manager from 2024 to 2025, and Financial Representative from 2023 to 2024. Cole holds a California Insurance License. Outside of his professional work, Cole's personal interests include comedy, fitness, football, outdoor adventures, reading, and snowboarding.

Financial Professional

Rodney E

Series 63

Caldwell, ID

Edward Jones

Retirement income strategy Charitable giving & philanthropy Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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