linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Randy Kratz

Corda Investment Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Randy? Claim Your Profile

About Randy Kratz

Randy Kratz is an Investment Advisor Representative at Corda Investment Management, LLC. Randy has been in the financial services industry for over 25 years. Randy has experience in a variety of areas including portfolio management for individuals and businesses, and financial planning. Randy has worked with Fidelity Brokerage Services LLC, Raymond James Financial Services, Inc., American Express Financial Advisors Inc. and IDS Life Insurance Company. Randy holds the Series 7, 24 and 65 licenses and is also a Certified Financial Planner.

Firm Information

Randy Kratz is currently registered with Corda Investment Management, LLC. Corda Investment Management, LLC is an investment management firm based in Houston, Texas. They specialize in financial planning and portfolio management for individuals, high-net-worth individuals, corporations, and charitable organizations. With over $1.7 billion in regulatory assets under management, Corda provides comprehensive investment services, including portfolio management, wealth management, and financial planning.
Corda Investment Management, LLC

8955 KATY FREEWAY

HOUSTON, TX 77024-1626

$1.73B

Assets Under Management

3

Total Clients

24

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.

check

financial planning services

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

check

portfolio management for businesses

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

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Randy Kratz’s Registration & Firm History

TX

07/26/2016 - Present

Corda Investment Management, LLC (HOUSTON TX)

TX

07/12/2005 - 02/06/2012

FIDELITY BROKERAGE SERVICES LLC (THE WOODLANDS TX)

FL

06/23/1999 - 06/06/2001

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

MN

01/24/1995 - 07/06/1999

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

01/24/1995 - 07/06/1999

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if Randy Kratz is right for you?

Licenses & Designations

IA

Issued 12/22/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/11/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/03/1999

Series 24 - General Securities Principal Examination

BC

Issued 01/23/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Randy Kratz.
Not sure if Randy Kratz is right for you?