Marcin Andrzej Szczepaniak

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management

Experience

10 years in the industry.

1. Kai Volatility Advisors LLCFeb 2026 to now
2. Kai Wealth LLCFeb 2026 to now
3. Northwestern Mutual Wealth Management CompanyJul 2025 to Dec 2025
4. Matthew ThompsonJun 2025 to Dec 2025
5. Northwestern Mutual Investment Services LLCJun 2025 to Dec 2025
6. Matthew J ThompsonMay 2025 to Jun 2025
7. UnemployedJan 2025 to Jun 2025
8. LPL Financial LLCJun 2024 to Jan 2025
9. Iht Wealth ManagementMay 2024 to Jan 2025
10. UnemployedJul 2023 to May 2024
11. M1 FinanceApr 2021 to Jul 2023
12. UnemployedOct 2020 to Apr 2021
13. Carnocycle LogisticsJun 2020 to Oct 2020
14. UnemployedMay 2020 to Jun 2020
15. CbreMar 2020 to Jun 2020
16. UnemployedJan 2020 to Feb 2020
17. TopblocNov 2019 to Dec 2019
18. Sls Capital AdvisorsOct 2019 to Nov 2019
19. UnemployedMay 2019 to Oct 2019
20. University of Illinois At Urbana ChampaignJan 2019 to Apr 2019
21. World Business ChicagoMay 2018 to Aug 2018
22. StudentAug 2017 to May 2019
23. Northwestern Mutual Life Insurance CompanyMay 2016 to Jun 2017

Exams passed

• Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (IL).

Kai Wealth LLC

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

6647235

Firm CRD

332136