Kcd Financial, Inc.
Kcd Financial, Inc. (CRD# 127473) is a financial advisory firm headquartered in Green Bay, WI. They manage $123,844,687 in 681 accounts and serve the financial needs of clients across 21 states (or territories).
-
Total Assets Under Management124MILLION
-
Total Number of Accounts681ACCOUNTS
-
Average Account Value$181,857
- A percentage of assets under your management
- Hourly charges
- 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, OH, TX, VA, WA, WI
Craig Deziel (CRD# 7579280) is an Investment Advisor Representative working at Kcd Financial, Inc. in Green Bay, WI and has 1 year of experience in the finance industry.
Brett Frum (CRD# 2175253) 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.
Lawrence Skibo (CRD# 731461) is an Investment Advisor Representative working at Kcd Financial, Inc. in Naperville, IL and has over 21 years of experience in the finance industry.