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Natasha Lee Marakowski

KCD Financial, Inc.

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About Natasha Lee Marakowski

Natasha Marakowski is a financial advisor registered with KCD Financial, Inc., with over three years of experience in the industry. Natasha holds Series 7, Series 63, and Series 65 licenses and the SIE designation. She is registered in Arizona, California, Colorado, Florida, Illinois, Utah, and Washington, providing financial services to both individuals and high-net-worth individuals. Her firm's expertise lies in providing investment advisory services, including financial planning and portfolio management.

Firm Information

Natasha Marakowski is currently registered with KCD Financial, Inc.. KCD Financial, Inc. is a Corporation headquartered in GREEN BAY, WI. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. They serve high net worth individuals and individuals other than high net worth. The firm has been in operation since 2003-05-19 and has approximately 175,100,000 in assets under management.
KCD Financial, Inc.

3061 ALLIED STREET

GREEN BAY, WI 54304

$175.10M

Assets Under Management

30

Total Clients

37

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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other

A portion of fees paid to 3rd party advisors

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Natasha Marakowski’s Registration & Firm History

WI

01/27/2021 - Present

KCD Financial, Inc. (GREEN BAY WI)

AZ

10/24/2017 - 12/02/2020

KCD FINANCIAL, INC. (SUN CITY AZ)

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Licenses & Designations

BC

Issued 08/27/2016

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/20/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/24/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Natasha Lee Marakowski.
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