Saadia Shakur Ahmed
Investment adviser representative at Kaizen Financial Strategies, LLC
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$287.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Kaizen Financial Strategies, LLCNov 2018 to now
- Waddell & Reed, Inc.Apr 2006 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Kaizen Financial Strategies, LLC
$287.1MAssets managed
284Clients
5Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3008616
- Firm CRD
- 298248