Krd Wealth Management, LLC
Krd Wealth Management, LLC (CRD# 317947) is a financial advisory firm headquartered in Schaumburg, IL. They manage $98,532,392 in 292 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management99MILLION
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Total Number of Accounts292ACCOUNTS
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Average Account Value$337,440
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
IL
Allen Kutchins (CRD# 4478796) is an Investment Advisor Representative working at KRD Financial in Schaumburg, IL and has over 16 years of experience in the finance industry. Allen Kutchins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass the CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which puts clients' interests first and they must comply with the Financial Planning Practice Standards.
In addition to the CFP, Allen also has the following certifications: Personal Financial Specialist, CPA-Certified Public Accountant, Chartered Financial Consultant, Certified Life Underwriter, Securities licenses series 6,7,24,27,63 and 65; Illinois life, accident and health license and a business and loan brokerage license; and a Certified Turnaround Professional.
Allen currently serves as president of the advisory board for DePaul University Coleman Entrepreneurship Center; board member of Kendall College Trust; trustee and audit committee chair for La Rabida Children's Hospital; and treasurer and board member of Alexander Graham Bell Montessori School. He is also an advisor to EPIC Academy, Save Abandoned Babies, and OneGoal.
Srbo Radisavljevic (CRD# 2806101) is an Investment Advisor Representative working at Krd Wealth Management, LLC in Schaumburg, IL and has over 26 years of experience in the finance industry.
Jon Segal (CRD# 6623214) is an Investment Advisor Representative working at Krd Wealth Management, LLC in Schaumburg, IL and has over 8 years of experience in the finance industry.