Joel Blumenschein, financial advisor Green Bay WI

Joel Blumenschein

CRD Number: 1372334
Current Firm: Kcd Financial, Inc.

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.

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Company Name Location Dates Years
Kcd Financial Inc. Green Bay, WI Apr 2010 - Current 13
Freedom Investors Corp (ria) Hartland, WI Sep 2002 - Dec 2020 18
Freedom Investors Corp Hartland, WI Sep 2002 - Aug 2017 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1985
S65 NASAA Investment Advisors Law Examination Jul 1996
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Joel R. Blumenschein
Phone Number: 920-347-3400
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    124
    MILLIONS
  • Total Number of Accounts
    681
    ACCOUNTS
  • Average Account Value
    $181,857
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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

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

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