Kelly Kepka

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

• 07/2022 → 11/2022
  Chase
  Palatine, IL
• 04/2021 → 10/2022
  Walgreens
  Highwood, IL
• 09/2020 → 12/2022
  Target
  Champaign, IL
• 08/2019 → 03/2020
  University Of Illinois- Illini Union Bookstore
  Champaign, IL
• 08/2016 → 08/2019
  W. Kim Taekwondo
  Lake Zurich, IL
• 12/2020 → 05/2022
  University Of Illinois- Human Aging And Factors Lab
  Champaign, IL
• 06/2019 → 08/2020
  Freddy'S Frozen Custard And Steakburgers
  Lake Zurich, IL
• 11/2022 → 07/2023
  Fidelity Investments
  Schaumburg, IL
• 08/2023 → 02/2024
  Unemployed
  Barrington, IL
• 03/2024 → 09/2024
  Equitbale Advisors
  Deerfield, IL
• 10/2024 → 01/2025
  J.P. Morgan Securities Llc
  Elgin, IL
• 06/2024 → 01/2025
  Sunstone Construction
  Barrington, IL
• 01/2025 → Present
  Fidelity Investments
  Schaumberg, IL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-01-21 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Schaumburg, IL
  Barrington, IL
• 2024-11-15 → 2025-01-03
  J.P. Morgan Securities Llc
  Elgin, IL
• 2024-08-07 → 2024-09-23
  Equitable Advisors, Llc
  Deerfield, IL

Exams

• S66 Uniform Combined State Law Examination
  2024-08-02