KCD FINANCIAL, INC.

GREEN BAY, Wisconsin·3 registered advisors·CRD# 127473
SEC# 801-11006915920-347-3400
01

Firm Overview

AUM
$175M
Regulatory assets under management
Employees
46
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: A PORTION OF FEES PAID TO 3RD PARTY ADVISORS
03

Specialties

Financial PlanningInvestment Management
04

Advisors at KCD FINANCIAL, INC.

3 registered advisors
David Scott Wilson
GREEN BAY, Wisconsin
Henry Carl Iv Prange
GREEN BAY, Wisconsin
Joel Reid Blumenschein
GREEN BAY, Wisconsin
05

Office Locations

GREEN BAY, Wisconsin
3 advisors

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Data sourced from SEC Form ADV filings. KCD FINANCIAL, INC. (CRD# 127473) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.