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KCD FINANCIAL, INC.

Tel: 920-347-3400
3061 Allied Street
Suite B
Green Bay, Wisconsin  54304

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KCD FINANCIAL, INC.

KCD FINANCIAL, INC. is a Green Bay, Wisconsin based financial advisory firm with nearly $182,585,838 in assets under management and provides investment advisory services for 697 clients. There are currently 28 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (A PORTION OF FEES PAID TO 3RD PARTY ADVISOR

Firm CRD#:

127473

SEC#:

801-110069

No. of Clients:

697

Assets under Management

$182,585,838

No. of Advisors:

28

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