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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Jane Pizzi is a financial advisor currently registered with Fiducient Advisors LLC, a firm with over 1000 clients. Kathryn has been in the industry since 2007 and holds the Chartered Financial Analyst designation. Kathryn specializes in financial planning, pension consulting, and portfolio management for individuals and non-profit organizations. Kathryn's clients include charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. The advisor works out of the firm's office in Chicago.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting for individuals and non profit organizations
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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IL
01/12/2021 - Present
Fiducient Advisors LLC (CHICAGO IL)
Active
Inactive
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