Joel Blumenschein is a registered investment advisor at Kcd Financial, INC., based in Green Bay, WI, with 40 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,145 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KCD Financial offers asset management programs where fees are a percentage of the assets they manage. This fee can range from 0.5% to 3% annually, as agreed upon between you and KCD. The smaller your portfolio, the larger the percentage you might pay, and vice versa. The specific fee structure will be detailed in your Investment Advisory Services Agreement.
Location
3061 Allied Street, Suite B, Green Bay, WI, 54304
Get directionsHistory
Regulatory History (4)
Judgment / Lien
April 2022Judgment / Lien
August 2017Customer Dispute
December 2016Regulatory
April 2012Other Business Activities
Joel is the President and Director of Freedom Securities, Inc., dedicating minimal time to officer-related duties. He also serves as the CEO and General Securities Principal of KCD Financial, Inc., dedicating full-time hours to officer and executive functions.
Employment History
Current Registrations
Kcd Financial, INC.
Kcd Financial, INC.
Kcd Financial, INC.Broker
Previous Registrations
Freedom Investors CORP.
Freedom Investors CORP.Broker
Ez Stocks, INC.Broker
Liss Financial ServicesBroker
Principal Financial Securities,inc.Broker
Hamilton Investments, INC.Broker
Whitehouse & Moore Investments, INC.Broker
Blinder, Robinson & CO., INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.