Katarzyna
Richardson
Expressive Wealth LLC
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About this Advisor
Katarzyna Richardson is a financial advisor based in Chicago, Illinois, working with Expressive Wealth LLC. Katarzyna has previously held positions at Fidelity Brokerage Services LLC, Jpmorgan Chase Bank, Na, Charles Schwab & Co., Inc, National Financial Services LLC, Expressive Wealth LLC, and Eddie Patel Inc. Katarzyna has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Katarzyna is part of Expressive Wealth LLC, which operates out of Chicago, Illinois. The firm has one office and five employees. The firm manages assets totaling $120.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Expressive Wealth LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Expressive Wealth LLC Brokerage Details
$119,975,889
5
109
$1,100,696
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Katarzyna Richardson Work History
Expressive Wealth LLC
Expressive Wealth LLC
Eddie Patel Inc
National Financial Services LLC
Charles Schwab & Co., Inc
Fidelity Brokerage Services LLC
Jpmorgan Chase Bank, Na
Disclosures
Please visit the SEC profile of Katarzyna Richardson 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 Expressive Wealth LLC
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
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