Katarzyna Richardson

Employer firm

Expressive Wealth LLC CRD 329974

$165M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 04/2015 → 03/2019
  Fidelity Brokerage Services Llc
  Westlake, TX
• 04/2019 → 03/2020
  Charles Schwab & Co., Inc.
  Westlake, TX
• 03/2020 → 07/2022
  National Financial Services Llc
  Westlake, TX
• 06/2024 → Present
  Expressive Wealth Llc
  Chicago, IL
• 03/2024 → Present
  Expressive Wealth Llc
  Chicago, IL
• 08/2022 → 04/2024
  Eddie Patel Inc.
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-06-18
• S63 Uniform Securities Agent State Law Examination
  2015-04-20

Other Names

• Katarzyna Malgorzata Kaplita
• Kat Labra
• Katarzyna Malgorzata Labra
• Katarzyna Labra
• Kasia Richardson