David WilsonCRD 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.
Mcglone Suttner Wealth Management, Inc.
Lpl Financial LLC
Advisors Management Group Inc.
|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|
Total Assets Under Management130MILLIONS
Total Number of Accounts735ACCOUNTS
Average Account Value$177,363
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, DC, FL, GA, IL, MD, MI, MN, MO, NE, TX, VA, WA, WI
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