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John Antone Stachnick

Kaizen Financial Strategies, LLC

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About John Antone Stachnick

John Antone Stachnick is an investment advisor representative with Kaizen Financial Strategies, LLC, headquartered in Campbell, CA. John has been in the financial industry since 2005, holding various positions at Waddell & Reed, Inc. He has a Series 66 license and holds both Series 7 and SIE licenses. John has been registered in both California and Texas since 2018. John is a licensed investment advisor in California and Texas and has been specializing in working with individuals and providing financial planning services.

Firm Information

John Stachnick is currently registered with Kaizen Financial Strategies, LLC. Kaizen Financial Strategies, LLC is an investment advisor registered with the SEC. Based in Campbell, CA, the firm has 4 licensed agents and 5 investment advisor representatives, managing approximately $182.7 million in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high net worth individuals, and charitable organizations. Kaizen Financial Strategies, LLC also participates in wrap fee programs.
Kaizen Financial Strategies, LLC

2105 SOUTH BASCOM AVE

CAMPBELL, CA 95008

$182.67M

Assets Under Management

2

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Stachnick’s Registration & Firm History

CA

11/02/2018 - Present

Kaizen Financial Strategies, LLC (CAMPBELL CA)

CA

01/27/2005 - 11/12/2018

WADDELL & REED (CAMPBELL CA)

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Licenses & Designations

BOTH

Issued 03/14/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/26/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Antone Stachnick.
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