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).

By the Numbers
  • Total Assets Under Management
    124
    MILLION
  • Total Number of Accounts
    681
    ACCOUNTS
  • Average Account Value
    $181,857
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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, MA, MD, MI, MN, MO, NE, OH, TX, VA, WA, WI

Financial Advisors at Kcd Financial, Inc.
Showing 21 - 23 of 23 top financial advisors.
21
Craig S. Deziel
CRD#: 7579280
3061 Allied Street, Suite B, Green Bay, WI 54304

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.

22
Brett M. Frum
CRD#: 2175253
3061 Allied Street, Suite B, Green Bay, WI 54304

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.

23
Lawrence C. Skibo
CRD#: 731461
Naperville, IL

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.

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