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Srbo Radisavljevic
KRD Wealth Management LLC
Member profile details
Membership level
Chicago Individual
First name
Srbo
Last name
Radisavljevic
Title
Partner
Company
KRD Wealth Management LLC
CONTACT INFORMATION
City
Schaumburg
State
Illinois
PROFILE INFORMATION
Call me when
Helping my clients achieve financial peace of mind.
Profession
Insurance
M&A Intermediary
Wealth Manager
Functional Expertise
Capital markets
Cash management
Charitable giving
ESOPs
Estate planning
Exit/Transition Planning
Family business
Fiduciary
Finance
Investments
Retirement
Risk management
Strategic planning
Tax
Transaction advisory
Trusts
Client Industry(ies)
Financial Services
Professional Certification(s)
Certified Financial Planner & Certified Exit Planning Advisor
In Business Since
1996
How to contact
Srbo
Website
https://krd-wealthmgmt.com/
LinkedIn profile link
linkedin.com/in/srboradisavljevic
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