linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Saul Richard Greene

Kaizen Financial Strategies, LLC

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

About Saul Richard Greene

Saul Greene is a financial advisor with over 17 years of experience in the industry. Saul is registered with Kaizen Financial Strategies, LLC in California and Texas and has a Series 7 and 66 license. Saul has previously been associated with firms such as Waddell & Reed, Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Saul specializes in financial planning, pension consulting, and portfolio management for businesses and individuals.

Firm Information

Saul Greene 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

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

fixed fees

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

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.

Saul Greene’s Registration & Firm History

CA

11/02/2018 - Present

Kaizen Financial Strategies, LLC (CAMPBELL CA)

CA

05/13/2009 - 11/12/2018

WADDELL & REED (CAMPBELL CA)

CA

09/26/2001 - 04/29/2009

AMERIPRISE FINANCIAL SERVICES, INC. (CAMPBELL CA)

MN

09/26/2001 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if Saul Richard Greene is right for you?

Licenses & Designations

BOTH

Issued 10/12/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Saul Richard Greene.
Not sure if Saul Richard Greene is right for you?