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Home > Retirement Planners > wisconsin > green bay > KCD FINANCIAL, INC.
KCD FINANCIAL, INC.
3061 Allied Street
Suite B
Green Bay, Wisconsin 54304
Tel: 920-347-3400
About KCD FINANCIAL, INC.
KCD FINANCIAL, INC, formally registered with the SEC as KCD FINANCIAL, INC. The firm was established in 03/16/2017. They have over 18 offices throughout the country.
KCD FINANCIAL, INC. is a Green Bay, Wisconsin based Financial Planning firm with nearly $182,585,838 assets under management, offering retirement planning & investment advisory services to 697 clients. The firm is staffed with 28 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 127473 |
| SEC# | 801-110069 |
| Assets Managed by Firm | $182,585,838 |
| No. of Clients | 697 |
| No. of Advisors | 28 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (A PORTION OF FEES PAID TO 3RD PARTY ADVISORS)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 697 | $182,585,838 |
| Individuals (other than high net worth individuals) | 1123 | $124,779,206 |
| High net worth individuals | 22 | $57,806,632 |
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