Maria Patricia Tipton

Kcd Financial, INC.

37 Years of Experience

1 DisclosureBrokerSells Insurance

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Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth

Kcd Financial, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

35 advisors

Number of Clients

1,145 clients

Average Client Portfolio

$159K average

Assets Under Management

$182.6M

Fee Structure

Minimum Investment:$25K

Location

3061 Allied Street, Suite B, Green Bay, WI, 54304

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History

Regulatory History (1)

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Employment Separation After Allegations

June 2011

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Other Business ActivitiesSells Insurance

Maria has been an insurance agent since 2012, selling fixed annuities, life insurance, long-term care, and disability insurance. This activity takes a significant amount of Maria's time, about 80 hours per month, split evenly between market and non-market hours.