Kcd Financial, Inc.
● SEC registered since 2017CRD 127473SEC# 801-110069Green Bay, WI
Reg. AUM
$202.1M
Employees
29
Accounts
1,259
Location
Green Bay, WI
Kcd Financial, Inc. assets under management
Kcd Financial, Inc. is an investment advisory firm registered with the SEC based in Green Bay, WI. The firm has been registered since 2017. It reports $202.1 million in regulatory assets under management and employs 29 people.
Kcd Financial, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Scott Wilson Control | Chief Compliance Officer | Under 5% | 2018 |
| Freedom Securities, Inc. | Common Shareholder | Over 75% | 2010 |
| Henry Carl IV Prange | Common Shareholder | 10-25% | 2003 |
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Join to unlock · $37/moFrequently asked questions
How much does Kcd Financial, Inc. manage?
Kcd Financial, Inc. reports $202.1 million in regulatory assets under management on its Form ADV.
How many employees does Kcd Financial, Inc. have?
Kcd Financial, Inc. reports 29 employees.
Where is Kcd Financial, Inc. located?
Kcd Financial, Inc. is based in Green Bay, WI and has been SEC-registered since 2017.
Does Kcd Financial, Inc. disclose fund performance?
Kcd Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3061 Allied Street, Suite B, Green Bay, WI 54304 |
| Phone | 920-347-3400 |
| Fax | 920-347-3402 |
| Office hours | 8-4:30 Cst |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$202.1M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$202.1Mregulatory AUM
Discretionary $202.1M