Assets Under Management
$182.6M
Number of Clients
1,145
Number of Advisors
35
Average Client AUM
$159K
AUM per Advisor
$5.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
KCD Financial offers asset management programs, financial planning and appraisal services, and third-party management programs. Advice is tailored to each client's situation, considering risk tolerance, goals, and suitability. KCD is dually registered as a broker-dealer.
3061 Allied Street, Suite B, Green Bay, WI, 54304