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 25 states (or territories).

Current Firm Details
3061 Allied Street, Suite B, Green Bay, WI 54304
http://www.kcdfinancial.com
By the Numbers
  • Total Assets Under Management
    175
    MILLION
  • Total Number of Accounts
    697
    ACCOUNTS
  • Average Account Value
    $251,220
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, KY, MA, MD, MI, MN, MO, NE, NY, OH, PA, TX, VA, WA, WI, WY

Financial Advisors at Kcd Financial, Inc.
Showing 21 - 23 of 23 top financial advisors.
21
Craig Deziel, financial advisor Green Bay WI
Craig S. Deziel
CRD#: 7579280
3061 Allied Street, Suite B, Green Bay, WI 54304

Craig Deziel (CRD# 7579280) is an Investment Advisor Representative working at Kcd Financial, Inc. in Green Bay, WI and has 1 year of experience in the finance industry.

22
Brett Frum, financial advisor Green Bay WI
Brett M. Frum
CRD#: 2175253
3061 Allied Street, Suite B, Green Bay, WI 54304

Brett Frum (CRD# 2175253) is an Investment Advisor Representative working at Kcd Financial, Inc. in Green Bay, WI and has over 23 years of experience in the finance industry.

23
Lawrence Skibo, financial advisor Green Bay WI
Lawrence C. Skibo
CRD#: 731461
3061 Allied Street, Suite B, Green Bay, WI 54304

Lawrence Skibo (CRD# 731461) is an Investment Advisor Representative working at Kcd Financial, Inc. in Green Bay, WI and has over 21 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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