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Kasey S
Series 63, Series 66
Neenah, WI
Fidelity
Kasey Sipiorski is a Financial Consultant currently working at Fidelity Investments. In this role, Kasey partners with clients to develop personalized financial plans focused on retirement, emphasizing tax-efficient investment strategies to help clients build, protect, and enjoy their wealth with confidence. Kasey has extensive experience in the financial services industry, having served in various capacities including Investment Consultant and High Net Worth Associate at Fidelity Investments, as well as Financial Advisor roles at OneWisconsin Financial Group, Vision Financial, and Thrivent Financial. This experience underpins Kasey's approach to co-creating adaptable financial plans tailored to client needs. Kasey holds an AR Insurance License. Outside of professional responsibilities, Kasey has interests in art, golf, kayaking, motorcycles, music, and writing.
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