Saadia Shakur Ahmed

Employer firm

Kaizen Financial Strategies, LLC CRD 298248

$287M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2006 → 11/2018
  Waddell & Reed, Inc.
  Campbell, CA
• 11/2018 → Present
  Kaizen Financial Strategies, Llc
  Campbell, CA

Previous Registrations

• 2006-04-27 → 2018-11-12
  Waddell & Reed
  Seattle, WA
  Cupertino, CA

Other Businesses

1. 10/2012-PRESENT, AHMADIYYA MUSLIM COMMUNITY SILICON VALLEY, MILPITAS, CA, PRESIDENT SILICON VALLEY LAJNA, FAITH BASED COMMUNITY LADIES GROUP, INV-RELATED:N, 20 HRS/MO, 0 HRS/DAY DURING SEC TRADING HOURS. 2. Insurance; investment-related; Milpitas, CA; insurance agent; 11/2018. 3. KFS Publishing; not investment-related; San Jose, CA; publishing; owner; 02/2026; 1 hour per month; 0 during securities trading hours; co-author of book.

Exams

• S66 Uniform Combined State Law Examination
  2006-04-26
• S63 Uniform Securities Agent State Law Examination
  1998-02-16

Designations

• Certified Financial Planner

Other Names

• Saadia Shakur Malik
• Saadia Ahmed