Kelly Kepka
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJan 2025 to now
- J.P. Morgan Securities LLCOct 2024 to Jan 2025
- Sunstone ConstructionJun 2024 to Jan 2025
- Equitbale AdvisorsMar 2024 to Sep 2024
- UnemployedAug 2023 to Feb 2024
- Fidelity InvestmentsNov 2022 to Jul 2023
- ChaseJul 2022 to Nov 2022
- WalgreensApr 2021 to Oct 2022
- University of Illinois- Human Aging and Factors LabDec 2020 to May 2022
- TargetSep 2020 to Dec 2022
- University of Illinois- Illini Union BookstoreAug 2019 to Mar 2020
- Freddy's Frozen Custard and SteakburgersJun 2019 to Aug 2020
- W. Kim TaekwondoAug 2016 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7665888
- Firm CRD
- 104555