Kcd Financial, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

127473

SEC number

801-110069

Firm type

RIA

Assets under management

$202.1M as of May 26, 2026

Website

www.kcdfinancial.com ↗

Phone

920-347-3400

Address

3061 Allied Street, Green Bay, WI, 54304

Advisors at this firm

56 in our index · page 1 of 2

• David Michael AndersenCRD 2425964 · Madison, WI
  Broker
• David Jon BernardeCRD 1652878 · Depere, WI
  IA RegisteredBroker
• Joel Reid BlumenscheinCRD 1372334 · Waukesha, WI
  IA RegisteredBroker
  Disclosure event(s) on record
• Corrie Kevin BordeCRD 7432666 · Palm Bay, FL
  IA Registered
  Disclosure event(s) on record
• Douglass Joseph BurgdorfCRD 3194116 · Bingham Farms, MI
  IA RegisteredBroker
• William Talbert BringhamCRD 1070725 · Glenview, IL
  IA RegisteredBroker
• Richard Scott BrownCRD 2156409 · Green Bay, WI
  BrokerRegistration inactive
• Austin Kenneth BurnettCRD 7598824 · St.Petersburgh, FL
  IA RegisteredBroker
• Thomas Edward ColemanCRD 2032278 · Brookfield, WI
  IA RegisteredBroker
  Disclosure event(s) on record
• William CerelliCRD 2698281 · Green Bay, WI
  Broker
• Jefferson Emory DavisCRD 2001136 · Green Bay, WI
  Broker
• Michael A DanceyCRD 1543745 · Wilmette, IL
  IA Registered
• Michael Brooke DavisCRD 7174558 · Raleigh, NC
  IA RegisteredBroker
• Edwin Ambrose DayCRD 2469775 · Bellevue, WA
  IA RegisteredBroker
  Disclosure event(s) on record
• Craig Steven DezielCRD 7579280 · Minnetonka, MN
  IA RegisteredBroker
• Stephen DuhrCRD 2928362 · Bayside, WI
  IA RegisteredBroker
• Jeffrey Theodore FalsettiCRD 1525118 · Mcmurray, PA
  Broker
• Christopher Charles FessCRD 1335361 · Frisco, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Daniel Alejandro FariasCRD 5256649 · Green Bay, WI
  Broker
• Noah Christopher FessCRD 6601162 · Frisco, TX
  IA RegisteredBroker
• Brett Michael FrumCRD 2175253 · Tarpon Springs, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Jill Linda GoldmanCRD 2182076 · Hyannis, MA
  Broker
• Gregory William GenoveseCRD 2125884 · Green Bay, WI
  Broker
• Travis L GibsonCRD 7047947 · Riverside, CA
  IA RegisteredBroker
• Jonathan Cory GimperlingCRD 2946281 · Crofton, MD
  IA RegisteredBroker
• Wayne D GreenCRD 1067944 · Elkridge, MD
  IA RegisteredBroker
• Giulliano Max GuimarayCRD 7027893 · St.Petersburgh, FL
  IA RegisteredBroker
• Javier HernandezCRD 2298668 · Green Bay, WI
  Broker
• Lester Joel HochlerCRD 3209012 · Green Bay, WI
  Broker
• Steven (Shlomo) Jeremy HoffmanCRD 4228068 · Ramat Beit Shemesh
  IA RegisteredBroker
• Larry Carter HowellCRD 2019473 · Roswell, GA
  Broker
• Christopher Arnold JohansonCRD 8137344 · St.Petersburgh, FL
  IA RegisteredBroker
• Benjamin Adam KopenCRD 7971803 · Orlando, FL
  IA RegisteredBroker
• Ronald Edward MachtanCRD 2696167 · Minnetonka, MN
  IA RegisteredBroker
• Christopher John MarrsCRD 2260838 · Green Bay, WI
  Broker
• Natasha Lee MarakowskiCRD 6832222 · Sun City, AZ
  IA RegisteredBroker
• William S MorrisCRD 1793507 · Green Bay, WI
  BrokerRegistration inactive
  Disclosure event(s) on record
• William Lee NeelyCRD 3057248 · Sedalia, MO
  Broker
• Desiree Jayne PaourCRD 4077749 · Green Bay, WI
  Broker
• Henry Carl PrangeCRD 2847753 · Green Bay, WI
  BrokerRegistration inactive
• Daniel L. RustCRD 4137833 · Broomfield, CO
  IA RegisteredBroker
• Robert Luis RiveraCRD 4136487 · Green Bay, WI
  IA RegisteredBroker
• Richard Alexander RobinsonCRD 7893665 · West Palm Beach, FL
  IA RegisteredBroker
• Daniel Mark SchiffCRD 1063016 · San Jose, CA
  Broker
• Seth Howard SchwartzCRD 2366063 · Green Bay, WI
  IA RegisteredBroker
• Duane Timothy ShoopCRD 1396302 · Palm Springs, CA
  Broker
• Mark Raymond SitterCRD 1810591 · Shenandoah, TX
  BrokerRegistration inactive
  Disclosure event(s) on record
• Timothy William SteffenCRD 1953542 · Bowler, WI
  IA RegisteredBroker
  Disclosure event(s) on record
• Jennifer Ann ShammamyCRD 2820737 · Bingham Farms, MI
  IA Registered
• Lawrence Charles SkiboCRD 731461 · Naperville, IL
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.