Kcd Financial, Inc.
Kcd Financial, Inc. (CRD# 127473) is a financial advisory firm headquartered in Green Bay, WI. They manage $175,100,000 in 697 accounts and serve the financial needs of clients across 24 states (or territories).
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Total Assets Under Management175MILLION
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Total Number of Accounts697ACCOUNTS
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Average Account Value$251,220
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, MA, MD, MI, MN, MO, NE, NY, OH, PA, TX, VA, WA, WI, WY
David Bernarde (CRD# 1652878) is an Investment Advisor Representative working at Kcd Financial, Inc. in De Pere, WI and has over 37 years of experience in the finance industry.
Joel Blumenschein (CRD# 1372334) is an Investment Advisor Representative working at Kcd Financial, Inc. in Green Bay, WI and has over 38 years of experience in the finance industry.
Douglass Burgdorf (CRD# 3194116) is an Investment Advisor Representative working at Kcd Financial, Inc. in Green Bay, WI and has over 25 years of experience in the finance industry.
Thomas Coleman (CRD# 2032278) is an Investment Advisor Representative working at Kcd Financial, Inc. in Brookfield, WI and has over 34 years of experience in the finance industry.
Edwin Day (CRD# 2469775) is an Investment Advisor Representative working at Kcd Financial, Inc. in Bellevue, WA and has over 30 years of experience in the finance industry.
Stephen Duhr (CRD# 2928362) is an Investment Advisor Representative working at Kcd Financial, Inc. in Bayside, WI and has over 26 years of experience in the finance industry.
Christopher Fess (CRD# 1335361) is an Investment Advisor Representative working at Kcd Financial, Inc. in Green Bay, WI and has over 32 years of experience in the finance industry.
Noah Fess (CRD# 6601162) is an Investment Advisor Representative working at Kcd Financial, Inc. in Green Bay, WI and has over 5 years of experience in the finance industry.
Jonathan Gimperling (CRD# 2946281) is an Investment Advisor Representative working at Kcd Financial, Inc. in Columbia, MD and has over 26 years of experience in the finance industry.
Ronald Machtan (CRD# 2696167) is an Investment Advisor Representative working at Kcd Financial, Inc. in Green Bay, WI and has over 28 years of experience in the finance industry.