Krd Financial

Krd Financial (CRD# 162455) is a financial advisory firm headquartered in Schaumburg, IL. They manage $31,083,887 in 152 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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.


Financial Advisors at Krd Financial
Showing 1 - 2 of 2 top financial advisors.
Allen I. Kutchins
CRD#: 4478796
1101 Perimeter Drive Suite 760, Schaumburg, IL 60173

Allen Kutchins (CRD# 4478796) is an Investment Advisor Representative working at KRD Financial in Schaumburg, IL and has over 16 years of experience in the finance industry. Allen Kutchins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass the 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 puts clients' interests first and they must comply with the Financial Planning Practice Standards.


In addition to the CFP, Allen also has the following certifications: Personal Financial Specialist, CPA-Certified Public Accountant, Chartered Financial Consultant, Certified Life Underwriter, Securities licenses series 6,7,24,27,63 and 65; Illinois life, accident and health license and a business and loan brokerage license; and a Certified Turnaround Professional.


Allen currently serves as president of the advisory board for DePaul University Coleman Entrepreneurship Center; board member of Kendall College Trust; trustee and audit committee chair for La Rabida Children's Hospital; and treasurer and board member of Alexander Graham Bell Montessori School.  He is also an advisor to EPIC Academy, Save Abandoned Babies, and OneGoal.

Jon A. Segal
CRD#: 6623214
1101 Perimeter Dr., Suite 760, Schaumburg, IL 60173

Jon Segal (CRD# 6623214) is an Investment Advisor Representative working at Krd Financial in Schaumburg, IL and has 1 year of experience in the finance industry.

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