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David Scott Wilson

KCD FINANCIAL, INC.·GREEN BAY, Wisconsin
KCD 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.
Brand Profile
Not yet started
Disclosure history
4 disclosures on file · See FINRA BrokerCheck for full record
01

About

David Scott Wilson is a registered financial advisor based in GREEN BAY, Wisconsin, affiliated with KCD FINANCIAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
KCD FINANCIAL, INC.
KCD FINANCIAL, INC.
AUM
$175M
Regulatory assets under management
Employees
46
Total firm employees
View all advisors at KCD FINANCIAL, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: A PORTION OF FEES PAID TO 3RD PARTY ADVISORS
Regulatory
SEC/IARD CRD# 1895701
Firm CRD# 127473
View on FINRA BrokerCheck →

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05

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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Other Advisors at KCD FINANCIAL, INC.

Joel Reid Blumenschein
GREEN BAY, WI
Henry Carl Iv Prange
GREEN BAY, WI

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