Kasey Sipiorski
Advisor at Fidelity
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.
Advisor at Fidelity
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.
Kasey Sipiorski is a Financial Consultant at Fidelity Investments, a role held since 2024. Prior to this, Kasey has held various positions within Fidelity Investments, including Investment Consultant from 2023 to 2024 and High Net Worth Associate from 2022 to 2023. Kasey's career in financial advising includes experience at OneWisconsin Financial Group in 2021, Vision Financial from 2018 to 2021, and Thrivent Financial from 2015 to 2018.
Kasey emphasizes a personal approach to financial consulting, focusing on understanding the unique financial situations, goals, and priorities of clients to build customized financial plans. Establishing a trusting and reliable relationship with clients at Fidelity is a key aspect of Kasey's professional philosophy.
Outside of work, Kasey has interests in football, golf, kayaking, motorcycles, music, and writing.
Fidelity Investments
2025 - Present (1 year)
fidelity Investments
2022 - Present (4 years)
OneAmerica Securities
2021 - 2022 (1 year)
American United Life
2021 - 2022 (1 year)
MassMutual life Insurance Company
2018 - 2021 (3 years)
MML investors Services, LLC
2018 - 2021 (3 years)
Thrivent Financial
2016 - 2018 (2 years)
Thrivent Financial
2015 - 2018 (3 years)
Thrivent investment Management Inc
2015 - 2018 (3 years)
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