Kyle Robert Back

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

• 06/2016 → 05/2019
  Mchenry County College
  Crystal Lake, IL
• 05/2019 → 05/2021
  Southern Illinois University
  Carbondale, IL
• 05/2021 → 06/2021
  Unemployed
  Holmen, WI
• 06/2021 → 01/2022
  Thrivent Investment Management Inc
  Downers Grove, IL
• 06/2021 → 11/2021
  Thrivent Financial
  Appleton, WI
• 11/2021 → 01/2022
  Thrivent Financial
  Appleton, WI
• 02/2022 → 01/2023
  Fidelity Investments
  Schaumburg, IL
• 01/2023 → 05/2025
  Fidelity Investments
  Schaumburg, IL
• 01/2026 → Present
  Fidelity Investments
  Highland Park, IL
• 05/2025 → 01/2026
  Lockton Companies
  Chicago, IL

Previous Registrations

• 2025-03-31 → 2025-05-01
  Strategic Advisers Llc
  Boston, MA
• 2022-03-29 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Schaumburg, IL
• 2021-12-13 → 2022-02-04
  Thrivent Investment Management Inc.
  Downers Grove, IL

Exams

• S66 Uniform Combined State Law Examination
  2021-12-11
• S63 Uniform Securities Agent State Law Examination
  2021-09-04

Other Names

• Kyle Back
• Kyle Robert Back