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Kari Ratajczak

LION STREET ADVISORS, LLC·AUSTIN, Texas
SIE, Series 6, Series 26, Series 27, Series 99TOClean recordLION 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
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 26
Series 27
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
LION STREET ADVISORS, LLC
CRD 167610 · SEC 801-107414
AUM
$2.3B
Regulatory assets under management
Employees
156
7,526 client accounts
Services offered by LION STREET ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LION STREET ADVISORS, LLC →
Introduction

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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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Other Advisors at LION STREET ADVISORS, LLC

John Fredrick Burmeister
AUSTIN, TX
John Michael Lefferts
DALLAS, TX
CFPChFC
Carie Marie Heckler
AUSTIN, TX

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Research
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