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KCD FINANCIAL, INC.

CRD 127473 · SEC 801-110069

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3061 ALLIED STREET, SUITE B, GREEN BAY, WI, 54304, United States

Phone

920-347-3400

Fax

920-347-3402

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$202.1M

Discretionary AUM

$202.1M

Team

29 total employees; 27 advisory reps; 75 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees; A PORTION OF FEES PAID TO 3RD PARTY ADVISORS

Org form

Corporation

Filing date

2026-05-26

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals1235$138.1M
High net worth individuals22$64.0M

States served

AL, AZ, CA, CO, GA, ID, IL, IN, KY, LA, MD, MA, MI, MN, NV, NJ, NM, NY, NC, OH, OR, PA, SC, TN, VA, WV, WI, WY, MO, WA, TX, CT, FL

All web addresses on file

Official SEC filing: View on IAPD