Advisor at KCD Financial, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
KCD Financial, Inc.
Location
Sun City, AZ 85373
Credentials
Series 63, Series 65
Industry experience
8 years
Natasha Marakowski is a financial advisor at KCD Financial, Inc. with eight years of industry experience. She has held roles at Pappas Wealth Management since 2017 and previously served in the US Air Force from 2015 to 2017. Marakowski holds Series 63 and Series 65 licenses. KCD Financial, Inc. is a registered investment adviser and dually registered broker-dealer that serves individuals, corporate pension plans, and charitable organizations. The firm manages approximately $182.6 million in assets and employs a variety of analytical and investment strategies, including both discretionary and non-discretionary advisory services.
Based on KCD Financial, Inc.
Based on KCD Financial, Inc.
Fixed fees range from $150 to $1,000 per financial plan
$0 - $100,000: 2% to less than 3% $100,000 - $500,000: 1% to 2% $500,000 - $1,000,000: 0.5% to 1% $1,000,000+: 0.5% or any negotiated variation
$50 to $150 per hour depending on experience and portfolio complexity
Account minimum: $25,000 (may be waived) Fee-only: Hourly fees range from $50 to $150 per hour; fixed fees range from $150 to $1,000 per plan
17220 N. Boswell Blvd., Suite 103
Sun City, AZ 85373
Arizona · California · Florida · South Carolina
Pappas Wealth Management
2017 - Present (9 years)
US Air Force
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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