KCD Financial
Financial Services • 
Green Bay, Wisconsin, United States • 11-20 Employees
Company overview
| Headquarters | 3061 Allied St, Green Bay, WI 54304 , US |
| Phone number | +12624368712 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Registered Investment Advisor, Broker-Dealer, Financial Planning, Independent Financial Advisors, Independent Broker-Dealer |
| Founded | 2003 |
| Employees | 11-20 |
| Socials |
Key Contact at KCD Financial
Kevisha Drew
Owner
KCD Financial Email Formats
KCD Financial uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@kcdfinancial.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@kcdfinancial.com | 100% |
About KCD Financial
Knowledge. Credibility. Dependability. KCD has been dedicated to these guiding principles for twenty years and continues to follow these values in everything we do. Whether you’re an incoming representative looking for a supportive broker-dealer or an investor searching for reputable advice, we’re here to provide you with the knowledge, credibility and dependability you need to make grounded financial decisions. With over 100 years of combined experience in the securities industry and 125 years in the business world, our team continues to blend the strengths of our diverse backgrounds to create the premier brokerage for representatives and investors. We are proud to be a independently-owned broker-dealer and registered investment representative, and we proudly serve independent financial planners nationwide. When you work with KCD, you’re working with a proud member of FINRA, MSRB and SIPC. We know how to navigate the most complex of compliance regulations with ease and we’ll help you identify the best opportunities for growth — whether they be unique investments or services freedom. No matter what journey brings you to KCD, we’re here to guide you. Lean on the broker-dealer that champions knowledge, credibility and dependability in everything we do. Securities and Financial Advisory services are offered through KCD Financial, Inc., member FINRA (FINRA.org) and SIPC (SIPC.org) KCD Financial Form CRS: kcdfinancial.com/Form-CRS.28.htm
KCD Financial revenue & valuation
| Annual revenue | $20,800,000 |
| Revenue per employee | $1,731,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $66,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
KCD Financial has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
KCD Financial has never raised funding before.
KCD Financial Tech Stack
Discover the technologies and tools that power KCD Financial's digital infrastructure, from frameworks to analytics platforms.
Security
Security
Form builders
Caching
JavaScript libraries
Maps
WordPress themes
Page builders
JavaScript libraries
CDN
JavaScript libraries
Netherlands
Belgium
Frequently asked questions
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