Kcd Financial, Inc.

Overview

Kcd Financial, Inc. is a Broker Dealer and registered investment adviser based in Green Bay, WI, registered since 2003. It reports $202M in assets under management across 1,259 accounts, with 29 employees. Its 58 registered representatives work across 24 branch offices in 15 states.

Reported AUM

$202M

Discretionary

100%

Accounts

1,259

Average account

$161K

Employees

29

Registered reps

58

Branch offices

24

Registered since

2003

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets

Products and services

• Alternative Investments
• Corporate Bonds
• Derivatives
• Insurance
• Investment Advisory Services
• Limited Partnerships Primary Distributions
• Limited Partnerships Secondary Market
• Municipal Securities Broker
• Mutual Fund/Retailer
• Mutual Funds
• Options
• Other
• 6 more

Executive officers 3 of 3

• Joel Reid Blumenschein President, Financial and Operations Principal CRD 1372334
• David Scott Wilson Chief Compliance Officer CRD 1895701
• Henry Carl Prange IV Common Shareholder CRD 2847753

Registered reps 3 of 58

• David M Andersen Insurance Agent · Registered Rep CRD 2425964
• David J Bernarde Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1652878
• Joel Reid Blumenschein Registered Rep · Investment Adviser Rep CRD 1372334

55 more registered reps, with emails, phones and branch locations

Location

Headquarters

3061 Allied St Ste B
Green Bay, WI 54304

County

Brown

Metro area

Green Bay, WI

Region

Midwest

Branch offices

24 in 15 states, including Bingham Farms, MI, Bowler, WI and Bayside, WI

Registrations

• SEC registered, corporation formed in Wisconsin
• Registered in 52 jurisdictions
• Website: kcdfinancial.com

Every state, with registration dates

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