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Michael James Kamm

Strategic Advisers LLC

Highland Park, IL

Chicago, IL

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • IL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

1 Skokie Valley Road, Highland Park, IL 60035-4401 • United States

Chicago, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Marquette University Athletics Milwaukee WI 08/2018 05/2022
D.A. Davidson & Company Omaha NE 06/2021 08/2021
Bok Financial Securities Milwaukee WI 01/2022 03/2022
Creighton Prep Omaha NE 01/2010 07/2018
Fidelity Brokerage Services Llc Mequon WI 11/2022 Present
U.S. Bank Milwaukee WI 03/2022 11/2022
Fidelity Investments Boston MA 03/2025 Present
  • 08/2018 → 05/2022
    Marquette University Athletics
    Milwaukee, WI
  • 06/2021 → 08/2021
    D.A. Davidson & Company
    Omaha, NE
  • 01/2022 → 03/2022
    Bok Financial Securities
    Milwaukee, WI
  • 01/2010 → 07/2018
    Creighton Prep
    Omaha, NE
  • 11/2022 → Present
    Fidelity Brokerage Services Llc
    Mequon, WI
  • 03/2022 → 11/2022
    U.S. Bank
    Milwaukee, WI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-06-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Highland Park, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-21
  • S66 Uniform Combined State Law Examination
    2022-12-21
Other Names
  • Mitch James Kamm

View on SEC IAPD

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Other Investors

NOEL ADAM COOPER
ZACHARY HAROLD WALTERS
LOUIS BURTON KLIEGER
BLAKE S SCIERA
HOWARD ROBERT KLIEGER
WYATT REED DOWLING
BRADLEY CORDES
KAREN M FINERMAN

Other Offices

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC · HIGHLAND PARK, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Highland Park, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · HIGHLAND PARK, IL
CITIGROUP GLOBAL MARKETS INC. · HIGHLAND PARK, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HIGHLAND PARK, IL
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. · HIGHLAND PARK, IL
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. · HIGHLAND PARK, IL
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. · HIGHLAND PARK, IL

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