Katarzyna Richardson has been an investment adviser representative at Expressive Wealth since June 2024, and is not listed among the firm’s executive officers or direct owners.
Expressive Wealth LLC is a Chicago, IL firm with $165M under management, 165 clients and 9 advisers across 5 offices, as of its September 2026 filing.
Kasia Richardson is Senior Wealth Associate of Expressive Wealth. She has 10+ years of experience at financial institutions, including roles as Client Service Manager, Client Relationship Specialist and Managing Director at Fidelity, and as Assistant Branch Manager at JP Morgan Chase.
- Expressive Wealth LLCCurrent– present · 2 yearsChicago, IL · Adviser representative · Firm CRD 329974
Investment adviser representative registrations
Katarzyna Richardson is registered as an investment adviser representative in Illinois, since June 2024.
- IllinoisSince 24 June 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 29 August 2024 |
| Series 65 | Uniform Investment Adviser Law Examination | 18 June 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 20 April 2015 |
| Series 7 | General Securities Representative Examination | 11 April 2015 |
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 6458853
- Firm
- Expressive Wealth · CRD 329974
- Office
- 6601 N. AVONDALE AVE, SUITE 200, Chicago, IL 60631
- Registration
- Investment adviser registration
- In the industry since
- August 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- expressivewealth.com
Where does Katarzyna Richardson work?
Katarzyna Richardson is an investment adviser representative registered through Expressive Wealth LLC since June 2024, and is not listed among the firm’s executive officers or direct owners.
Is Katarzyna Richardson a financial advisor?
Yes. Katarzyna Richardson has a current investment-adviser registration in Illinois, through Expressive Wealth since June 2024.
How many years of experience does Katarzyna Richardson have?
Katarzyna Richardson has 9 years in the financial industry, since August 2017, across 1 adviser firm.
What exams has Katarzyna Richardson passed?
Katarzyna Richardson has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 7TO. The earliest, the Series 7, was passed in April 2015. FINRA credited Katarzyna Richardson with the SIE, which began in October 2018.
Where is Katarzyna Richardson based?
Katarzyna Richardson’s registered office is in Chicago, IL.
Is Katarzyna Richardson registered with FINRA?
No. Katarzyna Richardson has no current broker registration.
How can I verify Katarzyna Richardson’s record?
Search CRD 6458853 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Katarzyna Richardson’s full registration record.
