Kcd Financial, Inc.
Kcd Financial, Inc. (CRD# 127473) is a financial advisory firm headquartered in Green Bay, WI. They manage $175,100,000 in 697 accounts and serve the financial needs of clients across 24 states (or territories).
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Total Assets Under Management175MILLION
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Total Number of Accounts697ACCOUNTS
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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
Natasha Marakowski (CRD# 6832222) is an Investment Advisor Representative working at Kcd Financial, Inc. in Green Bay, WI and has over 7 years of experience in the finance industry.
Robert Rivera (CRD# 4136487) 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.
Daniel Rust (CRD# 4137833) is an Investment Advisor Representative working at Kcd Financial, Inc. in Broomfield, CO and has over 23 years of experience in the finance industry.
Seth Schwartz (CRD# 2366063) is an Investment Advisor Representative working at Kcd Financial, Inc. in Green Bay, WI and has over 27 years of experience in the finance industry.
Jennifer Shammamy (CRD# 2820737) is an Investment Advisor Representative working at Kcd Financial, Inc. in Green Bay, WI and has over 13 years of experience in the finance industry.
Timothy Steffen (CRD# 1953542) is an Investment Advisor Representative working at Kcd Financial, Inc. in Green Bay, WI and has over 34 years of experience in the finance industry.
Maria Tipton (CRD# 1553466) 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.
David Wilson (CRD# 1895701) is an Investment Advisor Representative working at Kcd Financial, Inc. in Green Bay, WI and has over 34 years of experience in the finance industry.
Corrie Borde (CRD# 7432666) is an Investment Advisor Representative working at Kcd Financial, Inc. in Palm Bay, FL and has over 2 years of experience in the finance industry.
William Bringham (CRD# 1070725) is an Investment Advisor Representative working at Kcd Financial, Inc. in Glenview, IL and has over 32 years of experience in the finance industry.