Unclaimed Profile

David Scott Wilson

KCD FINANCIAL, INC.·GREEN BAY, Wisconsin

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65Clean record15 years registeredKCD FINANCIAL, INC.

3061 ALLIED STREET, GREEN BAY, WI 54304CRD# 1895701Firm CRD# 127473

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Scott Wilson · GREEN BAY, WI

Registration

CRD #1895701 · KCD FINANCIAL, INC. · 15 years registered

Brand Profile

Not yet started

Career History

KCD FINANCIAL, INC.

Jan 2013 – present

MML INVESTORS SERVICES, LLC

Mar 2012 – Jan 2013

NEENAH, WI

AMERIPRISE FINANCIAL SERVICES, INC.

Aug 2011 – Oct 2011

BELVIDERE, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 65

Registration record

First registered · August 9, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KCD FINANCIAL, INC.

CRD 127473 · SEC 801-110069

AUM

$175M

Regulatory assets under management

Employees

697 client accounts

Services offered by KCD FINANCIAL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KCD FINANCIAL, INC. →

Introduction

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Frequently Asked Questions

What services does David Scott Wilson offer?

David Scott Wilson specializes in Financial Planning, Investment Management. Contact their office in GREEN BAY, Wisconsin for a consultation.

What are David Scott Wilson's credentials?

David Scott Wilson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Scott Wilson located?

David Scott Wilson is based in GREEN BAY, Wisconsin, working with KCD FINANCIAL, INC.. Their office serves clients in the GREEN BAY metropolitan area and surrounding communities.

How does David Scott Wilson charge for services?

David Scott Wilson's firm is compensated through percentage of aum, hourly charges, subscription fees, other: a portion of fees paid to 3rd party advisors. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KCD FINANCIAL, INC.?

KCD FINANCIAL, INC. has approximately 46 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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