Noah Fess (CRD# 6601162) is an Investment Advisor Representative working at Kcd Financial, Inc. in Green Bay, WI and has over 5 years of experience in the finance industry.
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. | Depere, WI | Jan 2016 - Current | 8 |
| Goldstone | Dallas, TX | Jun 2015 - Dec 2015 | < 1 |
| On The Boarder | Mckinney, TX | Sep 2014 - Jun 2015 | < 1 |
| Unemployed | Mckinney, TX | May 2014 - Sep 2014 | < 1 |
| Public & Private High School | Mckinney, TX | Sep 2000 - May 2014 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2019 |
- TX
-
Total Assets Under Management175MILLIONS
-
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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