Kcd Financial, Inc.

Kcd Financial, Inc. (CRD# 127473) is a financial advisory firm headquartered in Green Bay, WI. They manage $130,362,000 in 735 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    130
    MILLION
  • Total Number of Accounts
    735
    ACCOUNTS
  • Average Account Value
    $177,363
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
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, DC, FL, GA, IL, MD, MI, MN, MO, NE, TX, VA, WA, WI

Financial Advisors at Kcd Financial, Inc.
Showing 1 - 10 of 27 top financial advisors.
1
David J. Bernarde
CRD#: 1652878
De Pere, WI

David Bernarde (CRD# 1652878) is an Investment Advisor Representative working at Kcd Financial, Inc. in De Pere, WI and has over 35 years of experience in the finance industry.

2
Mark D. Berndt
CRD#: 5416781
3061 Allied Street, Suite B, Green Bay, WI 54304

Mark Berndt (CRD# 5416781) is an Investment Advisor Representative working at Kcd Financial, Inc. in Green Bay, WI and has over 14 years of experience in the finance industry.

3
Joel R. Blumenschein
CRD#: 1372334
3061 Allied Street, Suite B, Green Bay, WI 54304

Joel Blumenschein (CRD# 1372334) is an Investment Advisor Representative working at Kcd Financial, Inc. in Green Bay, WI and has over 37 years of experience in the finance industry.

4
Douglass J. Burgdorf
CRD#: 3194116
3061 Allied Street, Suite B, Green Bay, WI 54304

Douglass Burgdorf (CRD# 3194116) is an Investment Advisor Representative working at Kcd Financial, Inc. in Green Bay, WI and has over 23 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.

5
Thomas E. Coleman
CRD#: 2032278
Brookfield, WI

Thomas Coleman (CRD# 2032278) is an Investment Advisor Representative working at Kcd Financial, Inc. in Brookfield, WI and has over 32 years of experience in the finance industry.

6
Edwin A. Day
CRD#: 2469775
40 Lake Bellevue Drive, Suite 100, Bellevue, WA 98005

Edwin Day (CRD# 2469775) is an Investment Advisor Representative working at Kcd Financial, Inc. in Bellevue, WA and has over 28 years of experience in the finance industry.

7
Stephen Duhr
CRD#: 2928362
Bayside, WI

Stephen Duhr (CRD# 2928362) is an Investment Advisor Representative working at Kcd Financial, Inc. in Bayside, WI and has over 25 years of experience in the finance industry.

8
Christopher C. Fess
CRD#: 1335361
3061 Allied Street, Suite B, Green Bay, WI 54304

Christopher Fess (CRD# 1335361) is an Investment Advisor Representative working at Kcd Financial, Inc. in Green Bay, WI and has over 31 years of experience in the finance industry.

9
Noah C. Fess
CRD#: 6601162
3061 Allied Street, Suite B, Green Bay, WI 54304

Noah Fess (CRD# 6601162) is an Investment Advisor Representative working at Kcd Financial, Inc. in Green Bay, WI and has over 3 years of experience in the finance industry.

10
Jonathan C. Gimperling
CRD#: 2946281
8860 Columbia 100 Parkway, Suite 306, Columbia, MD 21045

Jonathan Gimperling (CRD# 2946281) is an Investment Advisor Representative working at Kcd Financial, Inc. in Columbia, MD and has over 24 years of experience in the finance industry. Jonathan Gimperling 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.

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