Kelly Kepka
Advisor at Fidelity — Schaumburg, IL 1750 E Golf Road
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
2 years
Location
Schaumburg, IL 60173-5835
Fidelity
Institution
Kelly Kepka is a Planning Consultant at Fidelity Investments, where she focuses on helping clients develop personalized financial plans that align with their goals. She emphasizes clear communication and education to support clients in making informed decisions.
Her professional experience includes roles as a Relationship Manager at Fidelity Investments, Licensed Investment Professional at JP Morgan Chase, Financial Professional at Equitable Advisors, Financial Representative at Fidelity Investments, and Associate Banker at JP Morgan Chase. This diverse background has provided her with comprehensive knowledge of financial planning and client relationship management.
Outside of her professional work, Kelly has interests in cooking and baking, fitness, kayaking, music, pets, and traveling.
Based on Fidelity
Schaumburg, IL 1750 E Golf Road
1750 E Golf Road, Suite 100
Schaumburg IL 60173-5835
Advisors at this office
50
Illinois · Texas
2 years of industry experience
Fidelity Investments
2025 - Present • 1 year
Boston, MA
FIdelity Investments
2025 - Present • 1 year
Schaumberg, IL
J.P. Morgan Securities
2024 - 2025 • 1 year
Elgin, IL
Sunstone Construction
2024 - 2025 • 1 year
Barrington, IL
Equitbale Advisors
2024 - 2024 • 1 year
Deerfield, IL
UnEMPLOYED
2023 - 2024 • 1 year
Barrington, IL
FIdelity Investments
2022 - 2023 • 1 year
Schaumburg, IL
CHASE
2022 - 2022 • 1 year
Palatine, IL
walgreens
2021 - 2022 • 1 year
Highwood, IL
University of Illinois - Human Aging and Factors Lab
2020 - 2022 • 2 years
Champaign, IL
target
2020 - 2022 • 2 years
Champaign, IL
University of Illinois - Illini Union Bookstore
2019 - 2020 • 1 year
Champaign, IL
Freddy's Frozen Custard and Steakburgers
2019 - 2020 • 1 year
Lake Zurich, IL
W. Kim Taekwondo
2016 - 2019 • 3 years
Lake Zurich, IL
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Is not active or affiliated with:
Accountant / CPA / tax prep
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Lawyer
They provide legal services, typically billed separately.
Real estate agent
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