Kcd Financial, Inc.

Kcd Financial, Inc. (CRD# 127473) is a financial advisory firm headquartered in Green Bay, WI. They manage $38,109,821 in 175 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    175
    ACCOUNTS
  • Average Account Value
    $217,770
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, MD, MI, MN, MO, NC, NE, NJ, NV, NY, OH, TX, WA, WI

Financial Advisors at Kcd Financial, Inc.
Showing 1 - 10 of 19 top financial advisors.
1
Douglass J. Burgdorf
CRD#: 3194116
3061 Allied Street, Suite E, Green Bay, WI 54304
96
Wealthminder
score

Douglass Burgdorf (CRD# 3194116) is an Investment Advisor Representative working at Kcd Financial, Inc. in Green Bay, WI and has over 17 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.

2
Phillip G. Vogel
CRD#: 1372368
3061 Allied Street, Suite E, Green Bay, WI 54304
96
Wealthminder
score

Phillip Vogel (CRD# 1372368) is an Investment Advisor Representative working at Kcd Financial, Inc. in Green Bay, WI and has over 30 years of experience in the finance industry.

3
James R. Arnholt
CRD#: 1634768
3061 Allied Street, Suite E, Green Bay, WI 54304
93
Wealthminder
score

James Arnholt (CRD# 1634768) is an Investment Advisor Representative working at Kcd Financial, Inc. in Green Bay, WI and has over 26 years of experience in the finance industry.

4
David J. Bernarde
CRD#: 1652878
De Pere, WI
93
Wealthminder
score

David Bernarde (CRD# 1652878) is an Investment Advisor Representative working at Kcd Financial, Inc. in De Pere, WI and has over 29 years of experience in the finance industry.

5
Harak Gala
CRD#: 3062265
3061 Allied Street, Suite E, Green Bay, WI 54304
93
Wealthminder
score

Harak Gala (CRD# 3062265) is an Investment Advisor Representative working at Kcd Financial, Inc. in Green Bay, WI and has over 18 years of experience in the finance industry.

6
Kathryn L. Hadley
CRD#: 5267432
3061 Allied Street, Suite E, Green Bay, WI 54304
93
Wealthminder
score

Kathryn Hadley (CRD# 5267432) is an Investment Advisor Representative working at Kcd Financial, Inc. in Green Bay, WI and has over 9 years of experience in the finance industry.

7
Michael J. Hainer
CRD#: 4205072
3061 Allied Street, Suite E, Green Bay, WI 54304
93
Wealthminder
score

Michael Hainer (CRD# 4205072) is an Investment Advisor Representative working at Kcd Financial, Inc. in Green Bay, WI and has over 16 years of experience in the finance industry.

8
Gregory J. Howell
CRD#: 4225065
Green Bay, WI
93
Wealthminder
score

Gregory Howell (CRD# 4225065) is an Investment Advisor Representative working at Kcd Financial, Inc. in Green Bay, WI and has over 16 years of experience in the finance industry.

9
Henry C. Prange
CRD#: 2847753
Green Bay, WI
93
Wealthminder
score

Henry Prange (CRD# 2847753) is an Investment Advisor Representative working at Kcd Financial, Inc. in Green Bay, WI and has over 19 years of experience in the finance industry.

10
David S. Wilson
CRD#: 1895701
3061 Allied Street, Suite E, Green Bay, WI 54304
93
Wealthminder
score

David Wilson (CRD# 1895701) is an Investment Advisor Representative working at Kcd Financial, Inc. in Green Bay, WI and has over 26 years of experience in the finance industry.

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