Wells Fargo Advisors
46yrs
Top advisor by experience in Overland Park
8yrs
Blake Limbaugh
Financial advisor at Strategic Advisers
Blake Limbaugh has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Overland Park, Kansas. Blake has been with Strategic Advisers since 2025; before that, Blake spent two years at Fidelity Personal and Workplace Advisors and a year at Engage Wealth Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 2517 advisors with offices in Overland Park, and one of 2258 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?More experience than 52% of advisors at Strategic Advisers
Office11200 Nall Avenue, Overland Park, KS 66211
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- May 2023 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
- Apr 2022 – Mar 2023Engage Wealth Advisors, LLCPreviously
- 2018 – 2022MerrillPreviously
Contact Blake
(617) 563-7000Firm headquarters in Boston, MA. Ask for Blake. 11200 Nall AvenueOverland Park, KS 66211Office · Get directions
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Questions to ask Blake
Tailored to Blake’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Blake
How do I contact Blake?
Call Strategic Advisers at (617) 563-7000 and ask for Blake Limbaugh. Blake works from the Overland Park, KS office.
How long has Blake been a financial advisor?
Blake has been in the industry since 2018, about 8 years. More experience than 52% of advisors at Strategic Advisers.
What licenses does Blake hold?
Series 66. Tap any license on this page to see what it allows.
Is Blake a fiduciary?
Blake is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Blake paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Blake for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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