Isabella Kathryn Richard
Investment adviser representative at Waterloo Capital
10 yearsExperience
1 stateRegistered in
$2.3BFirm assets
21 yearsFirm in business
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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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Waterloo CapitalApr 2026 to now
- Florida Financial AdvisorsFeb 2026 to Mar 2026
- UnemployedDec 2025 to Feb 2026
- Ameriprise Financial Services, LLCFeb 2025 to Nov 2025
- Louisiana State University - ShreveportJan 2025 to Dec 2025
- Highland Road Animal HospitalMay 2024 to Sep 2024
- Dutch Physical TherapyNov 2022 to Jul 2023
- Louisiana State UniversityMay 2020 to Dec 2024
- Duval, Funderburk, Sundbery, Richard, & Watkins, AplcMay 2020 to Aug 2020
- Richard's Kitchen StoreFeb 2018 to May 2020
- Vandebilt Catholic High SchoolAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Waterloo Capital
Legal name: Waterloo Capital, L.P.
$2.3BAssets managed
2,797Clients
47Advisers
21 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
- 8038023
- Firm CRD
- 133705