| 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 |
Kcd Financial, Inc. reports $182.6 million in regulatory assets under management on its Form ADV.
Kcd Financial, Inc. reports 28 employees.
Kcd Financial, Inc. is based in Green Bay, WI and has been SEC-registered since 2017.
Kcd Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $182.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $182.6M |