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Kyle Welton

Strategic Advisers LLC

Aurora, IL

Oak Brook, IL

Highland Park, 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

Aurora, IL • United States

1415 W 22Nd St Oak Brook Reg Twr Stes 100 & 900, Oak Brook, IL 60523-8416 • United States

1 Skokie Valley Road, Highland Park, IL 60035-4401 • 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
Calvary Church Of Naperville Naperville IL 10/2021 07/2023
Amazon Naperville IL 10/2019 08/2020
American Income Life Schaumburg IL 02/2018 07/2020
Us Bank Downers Grove IL 10/2014 11/2017
Window Werks Bolingbrook IL 11/2017 02/2018
Fidelity Investments Naperville IL 10/2023 Present
Great Marketing Solutions Llc Aurora IL 08/2020 10/2023
Compass Chicago IL 05/2021 11/2023
Fidelity Investments Boston MA 03/2025 Present
  • 10/2021 → 07/2023
    Calvary Church Of Naperville
    Naperville, IL
  • 10/2019 → 08/2020
    Amazon
    Naperville, IL
  • 02/2018 → 07/2020
    American Income Life
    Schaumburg, IL
  • 10/2014 → 11/2017
    Us Bank
    Downers Grove, IL
  • 11/2017 → 02/2018
    Window Werks
    Bolingbrook, IL
  • 10/2023 → Present
    Fidelity Investments
    Naperville, IL
  • 08/2020 → 10/2023
    Great Marketing Solutions Llc
    Aurora, IL
  • 05/2021 → 11/2023
    Compass
    Chicago, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Naperville, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-10
  • S66 Uniform Combined State Law Examination
    2024-04-10
Other Names
  • Kyle James Welton

View on SEC IAPD

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