Unclaimed Profile

Kari Ratajczak

LION STREET ADVISORS, LLC·AUSTIN, Texas

LION STREET ADVISORS, LLC

300 COLORADO, AUSTIN, TX 78701CRD# 6008791Firm CRD# 167610

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kari Ratajczak · AUSTIN, TX

Registration

CRD #6008791 · LION STREET ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

Kari Ratajczak is a registered financial advisor based in AUSTIN, Texas, affiliated with LION STREET ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

LION STREET ADVISORS, LLC

AUM

$2.3B

Regulatory assets under management

Employees

156

Total firm employees

View all advisors at LION STREET ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6008791

Firm CRD# 167610

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kari Ratajczak offer?

Kari Ratajczak specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.

What are Kari Ratajczak's credentials?

Kari Ratajczak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kari Ratajczak located?

Kari Ratajczak is based in AUSTIN, Texas, working with LION STREET ADVISORS, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.

How does Kari Ratajczak charge for services?

Kari Ratajczak'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 LION STREET ADVISORS, LLC?

LION STREET ADVISORS, LLC has approximately 156 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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