Wayne Green
Wayne Green is a registered investment advisor at Kcd Financial, INC., based in Green Bay, WI, with 42 years of industry experience. Wayne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,145 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KCD Financial offers asset management programs where fees are a percentage of the assets they manage. This fee can range from 0.5% to 3% annually, as agreed upon between you and KCD. The smaller your portfolio, the larger the percentage you might pay, and vice versa. The specific fee structure will be detailed in your Investment Advisory Services Agreement.
Location
3061 Allied Street, Suite B, Green Bay, WI, 54304
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Wayne spends about a quarter of his time as a solicitor for commercial loans with Associates Marketing LLC and another quarter of his time on insurance sales with Federal Benefits Advisors and Associates Marketing LLC. He also works as a consultant for college planning services and provides will and trust estate planning, dedicating minimal time to the latter.
Employment History
Current Registrations
Kcd Financial, INC.
Kcd Financial, INC.
Kcd Financial, INC.Broker
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Securities America Advisors, INC.
The Patriot Financial Group, LLC
Verus Capital Partners, LLC
Verus Capital Partners, LLC
Securities America Advisors, INC.
Pebsco Securities CORP.Broker
Securities America, INC.Broker
Chubb Securities CorporationBroker
Atlantic Securities, INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.