Douglass Burgdorf (CRD# 3194116) is an Investment Advisor Representative working at Kcd Financial, Inc. in Green Bay, WI and has over 25 years of experience in the finance industry. Douglass Burgdorf has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 4997609
Advisors Management Group Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kcd Financial, Inc. | Bingham Farms, MI | Jun 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2000 |
- FL
- MI
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Total Assets Under Management175MILLIONS
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Total Number of Accounts697ACCOUNTS
-
Average Account Value$251,220
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, MA, MD, MI, MN, MO, NE, NY, OH, PA, TX, VA, WA, WI, WY
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