Kevin C. Casey

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

• 04/2021 → 02/2024
  Johnson County Siding And Window
  Olathe, KS
• 06/2024 → 03/2025
  Lyft
  Grandview, MO
• 02/2024 → 03/2024
  Unemployed
  Grandview, MO
• 10/2024 → 04/2025
  Global Medical Response - Airmedcare Network
  Grandview, MO
• 05/2016 → 10/2016
  Align Financial Partners
  Overland Park, KS
• 09/2025 → Present
  Fidelity Investments
  Jefferson City, MO
• 12/2018 → 10/2020
  Mercury Medical Group - Smith And Nephew
  Lenexa, KS
• 02/2017 → 12/2018
  Windura
  Overland Park, KS
• 04/2025 → 09/2025
  Central States Capital Markets
  Prairie Village, KS
• 09/2011 → 07/2018
  Johnson County Comm
  Overland Park, KS
• 10/2020 → 04/2021
  Country Home Elevator Che
  Olathe, MO
• 10/2016 → 02/2017
  Universal Windows
  Bonner Springs, KS
• 03/2024 → 10/2024
  All-Weather Window Door And Siding
  Overland Park, KS

Previous Registrations

• 2016-05-25 → 2016-10-25
  Cetera Advisors Llc
  Overland Park, KS
• 2015-03-02 → 2016-05-31
  Wells Fargo Clearing Services, Llc
  Overland Park, KS
  Omaha, NE
  Overland Park, KS
  Overland Park, KS
  Leawood, KS
• 2011-07-11 → 2015-03-03
  Edward Jones
  Overland Park, KS
  St Louis, MO
  Overland Park, KS

Exams

• S66 Uniform Combined State Law Examination
  2025-05-23

Other Names

• Kevin Christian Casey
• Kevin Casey