Christopher Fess
Christopher Fess is a ChFC-designated registered investment advisor at Kcd Financial, INC., based in Green Bay, WI, with 32 years of industry experience. Christopher 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 (5)
Customer Dispute
January 2026Customer Dispute
October 2003Customer Dispute
October 2003Customer Dispute
March 2003Customer Dispute
August 2002Other Business ActivitiesSells Insurance
Christopher owns Life & Legacy Financial Services, Inc. and sells various insurance products, dedicating a few hours per week to this activity. He also owns rental properties and is a passive investor in real estate corporations.
Employment History
Current Registrations
Kcd Financial, INC.
Kcd Financial, INC.Broker
Previous Registrations
Spc
Sammons Securities Company, LLCBroker
Walnut Street Securities, INC.Broker
Washington Square Securities, INC.Broker
Northwestern Mutual Investment Services, INC.Broker
State Registrations17 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.