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Saadia Shakur Ahmed

KAIZEN FINANCIAL STRATEGIES, LLC·CAMPBELL, California
SIE, Series 6, Series 7, Series 63, Series 66CFPClean record20 years registeredKAIZEN FINANCIAL STRATEGIES, LLC
2105 SOUTH BASCOM AVE, CAMPBELL, CA 95008CRD# 3008616Firm CRD# 298248

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Saadia Shakur Ahmed · CAMPBELL, CA
Registration
CRD #3008616 · KAIZEN FINANCIAL STRATEGIES, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

KAIZEN FINANCIAL STRATEGIES, LLC
Nov 2018 – present
WADDELL & REED
Apr 2006 – Nov 2018
CAMPBELL, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 66
Registration record
First registered · April 27, 2006
Years registered · 20
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KAIZEN FINANCIAL STRATEGIES, LLC
CRD 298248 · SEC 801-114234
AUM
$183M
Regulatory assets under management
Employees
6
651 client accounts
Services offered by KAIZEN FINANCIAL STRATEGIES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at KAIZEN FINANCIAL STRATEGIES, LLC →
Introduction

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05

Frequently Asked Questions

What services does Saadia Shakur Ahmed offer?
Saadia Shakur Ahmed specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CAMPBELL, California for a consultation.
What are Saadia Shakur Ahmed's credentials?
Saadia Shakur Ahmed holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Saadia Shakur Ahmed located?
Saadia Shakur Ahmed is based in CAMPBELL, California, working with KAIZEN FINANCIAL STRATEGIES, LLC. Their office serves clients in the CAMPBELL metropolitan area and surrounding communities.
How does Saadia Shakur Ahmed charge for services?
Saadia Shakur Ahmed's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KAIZEN FINANCIAL STRATEGIES, LLC?
KAIZEN FINANCIAL STRATEGIES, LLC has approximately 6 employees and manages $183M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KAIZEN FINANCIAL STRATEGIES, LLC

John Antone Stachnick
CAMPBELL, CA
Iftikhar Mahmud Ahmed
CAMPBELL, CA
CFP

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