Timothy Steffen
Timothy Steffen is a ChFC-designated registered investment advisor at Kcd Financial, INC., based in Green Bay, WI, with 36 years of industry experience. Timothy 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 (1)
Customer Dispute
December 2004Other Business ActivitiesSells Insurance
Timothy manages land and timber production as the owner of Akin Akrs Tree Farm LLC, and manages rental property as the owner of Steffen Investment Properties, LLC. He also sells insurance products, including fixed annuities, life, health, LTC, and disability insurance, dedicating a significant amount of time to these activities.
Employment History
Current Registrations
Kcd Financial, INC.
Kcd Financial, INC.
Kcd Financial, INC.Broker
Previous Registrations
Eagle Strategies CORP
Nylife Securities INC.Broker
Lutheran Brotherhood Securities CORP.Broker
State Registrations7 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.