Kasey C Sipiorski

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → 04/2018
  Thrivent Investment Management Inc
  Sheboygan Falls, WI
• 10/2015 → 04/2018
  Thrivent Financial
  Appleton, WI
• 03/2016 → 04/2018
  Thrivent Financial
  Appleton, WI
• 04/2018 → 02/2021
  Massmutual Life Insurance Company
  Sheboygan Falls, WI
• 04/2018 → 02/2021
  Mml Investors Services, Llc
  Sheboygan Falls, WI
• 02/2021 → 05/2022
  American United Life
  Sheboygan Falls, WI
• 03/2021 → 05/2022
  Oneamerica Securities
  Sheboygan Falls, WI
• 05/2022 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-08-18 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Sheboygan, WI
• 2021-03-17 → 2021-10-25
  Oneamerica Securities, Inc.
  Sheboygan Falls, WI
  Indianapolis, IN
• 2018-05-11 → 2021-02-19
  Mml Investors Services, Llc
  Sheboygan Falls, WI
  Madison, WI
  Sheboygan Falls, WI
• 2018-04-11 → 2018-05-07
  Thrivent Investment Management Inc.
  Appleton, WI
  Sheboygan, WI
  Sheboygan, WI
  Sheboygan Falls, WI

Exams

• S66 Uniform Combined State Law Examination
  2018-04-10
• S63 Uniform Securities Agent State Law Examination
  2016-01-14

Other Names

• Kasey Clinton Sipiorski
• Kasey C Sipiorski