KCD Financial, Inc.
Firm details
- Headquarters
- Green Bay, Wisconsin
- CRD number
- 127473
- Registered since
- March 16, 2017
- Website
- www.kcdfinancial.com
- Custodians
- TRADE-PMR INC., SEI INVESTMENTS DISTRIBUTION CO., HILLTOP SECURITIES INC., FREEDOM INVESTMENT MANAGEMENT
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals68.34%
- HNWI31.66%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
KCD Financial, Inc. operates as an independent broker-dealer and insurance broker, organized as a corporation and SEC-registered since 2017. The firm serves individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and advisor selection services. Its fee mix includes percentage-of-AUM arrangements as well as hourly and fixed-fee engagements, and it functions as a capital allocator — directing client capital to third-party managers and products. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser in the provided data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities61%
- Private Funds25%
- Cash & Cash Equivalents7%
- Non-Exchange Traded Equities4%
- US Government Bonds3%
Owners & executives
3 of 4Christopher Marrs
Owner & CEOCRD 2260838
Joel Blumenschein
President, CEOCRD 1372334
Gregory Genovese
Chief Executive OfficerCRD 2125884
Contacts
3 of 52David Andersen
OwnerCRD 2425964
William Cerelli
Registered RepresentativeCRD 2698281
Desiree Paour
Registered RepresentativeCRD 4077749
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Green Bay, WI
Brown
Location
Green Bay, WI
Headquartered in Green Bay, WI, anchoring the Green Bay-Shawano, WI metro in the Midwest.
- Metro area
- Green Bay-Shawano, WI
- Region
- Midwest
- County
- Brown
- Address
- 3061 Allied St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Associated Investment Services, Inc.
Broker-DealerGreen Bay, WI
Packerland Brokerage Services, Inc.
Broker-DealerGreen Bay, WI
Coordinated Capital Securities, Inc.
Broker-DealerFort Atkinson, WI
H. C. Denison Co
Broker-DealerSheboygan, WI
Carl M. Hennig, Inc.
Broker-DealerOshkosh, WI
Landaas & Company
Broker-DealerMilwaukee, WI