Advisors at this firm
Cem K
Series 65
Chicago, IL
Kai Wealth LLC
Cem Karsan is a financial advisor at Kai Wealth LLC with a Series 65 designation and over a decade of industry experience. He has previously worked at Aegea Capital and currently maintains a role with Kai Volatility Advisors LLC. Outside of his advisory work, he manages a personal real estate investment vehicle through Saffron Capital Partners LLC. Kai Wealth LLC provides investment management and advisory services to sophisticated and high-net-worth clients, utilizing multiple strategies including quantitative models, short selling, and derivatives. The firm serves individuals, pooled investment vehicles, and corporations through both discretionary and non-discretionary arrangements, with a focus on manager selection and concentrated portfolio decision-making.
Kristopher J
CFP®, Series 63
Chicago, IL
Kai Wealth LLC
Kristopher Johnson is a CFP® with 19 years of industry experience, currently serving as the sole advisor at Kai Wealth LLC. Prior to founding Kai Wealth in 2026, he worked at Raintree Capital Management, LLC and South Georgia Capital, LLC from 2018 to 2026, and Timothy Financial Counsel, Inc. from 2002 to 2018. He also serves as a portfolio manager for a private fund managed by Raintree Capital Management. Kai Wealth provides investment management and advisory services to sophisticated and high-net-worth clients, utilizing multiple strategies across a global opportunity set. The firm employs quantitative models, short selling, and derivatives, emphasizing manager selection and vesting portfolio decision-making authority primarily in its founding partner.
Marcin S
Series 66
Chicago, IL
Kai Wealth LLC
Marcin Szczepaniak is a financial advisor at Kai Wealth LLC with a Series 66 designation and two years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, LPL Financial, and M1 Finance. Kai Wealth provides investment management and advisory services to sophisticated and high-net-worth clients, utilizing a range of investment strategies including quantitative models, short selling, and derivatives. The firm works with individuals, pooled investment vehicles, and corporations, offering both discretionary and non-discretionary arrangements tailored to client agreements.