David Wilson, financial advisor Green Bay WI

David Wilson

CRD Number: 1895701
Current Firm: Kcd Financial, Inc.

David Wilson (CRD# 1895701) 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.

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Company Name Location Dates Years
Kcd Financial, Inc. Depere, WI Dec 2012 - Current 9
Massmutual Life Insurance Company Neenah, WI Feb 2012 - Dec 2012 < 1
Mml Investors Services Neenah, WI Feb 2012 - Dec 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1990
S65 NASAA Investment Advisors Law Examination Feb 1998
Contact Info for David S. Wilson
Phone Number: 920-347-3400
Registered State(s):
  • CA
  • FL
  • IL
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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