John
Stachnick
Kaizen Financial Strategies, LLC
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About this Advisor
John Stachnick is a financial advisor operating in Campbell, California with 5 years of industry experience. Stachnick is an advisor for Kaizen Financial Strategies, LLC. Their career trajectory has included roles at Savannah Chanelle Vineyards, Waddell & Reed, Inc and Kaizen Financial Strategies, LLC. Stachnick holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in California and Texas. Kaizen Financial Strategies, LLC is an advisory firm operating out of Campbell, CA. It handles $141 million in total assets between its 625 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 625 customer accounts, 18% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial advisory services usually vary depending on which services the firm provides the client. Fee types billed by Kaizen Financial Strategies, LLC can be comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kaizen Financial Strategies, LLC Brokerage Details
$141,286,698
7
625
$226,059
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
John Stachnick Work History
John has been registered as a financial advisor for 5 years.*
Kaizen Financial Strategies, LLC
Waddell & Reed, Inc
Savannah Chanelle Vineyards
Savannah Chanelle Vineyards
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Stachnick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kaizen Financial Strategies, LLC
Campbell, CA
Campbell, CA
Campbell, CA
Campbell, CA
Campbell, CA
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