KCD FINANCIAL, INC.
Green Bay, Wisconsin
KCD Financial, Inc. is a reputable regional investment advisory firm based in Green Bay, WI. With over 660 individual clients and an impressive $123,845,000 in assets under management, they have established themselves as a trusted partner in financial planning. The firm operates from 18 well-equipped offices, providing comprehensive services that extend beyond investment advice. As an insurance broker or agent, they offer additional coverage options to meet the diverse needs of their clients.
Distinguishing themselves from competitors, KCD Financial, Inc. has garnered considerable expertise in managing employer 401Ks and individu...
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Assets Under Mgmt
$123.84M
Investment Professionals
29
Locations
17
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Other Business Activities
Broker-dealer (Registered or unregistered)
Insurance broker or agent
Disclosures
Do any of the events below involve you or any of your supervised persons?
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Found to have been involved in a violation of self-regulatory organizations rules
Disciplined by self-regulatory organization or commodities exchange
Currently the subject of any regulatory proceeedings previously talked about
Articles
Articles
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.