David Wilson is a registered investment advisor at Kcd Financial, INC., based in Green Bay, WI, with 35 years of industry experience. David 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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David plays bass, guitar, and sings in a local cover band, performing occasional gigs. This takes minimal time.
Employment History
Current Registrations
Kcd Financial, INC.
Kcd Financial, INC.Broker
Previous Registrations
Mutual Trust Company of America SecuritiesBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Riversource Distributors, INC.Broker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Davis Selected Advisers, L.P.Broker
Everen Securities, INC.Broker
Bateman Eichler, Hill Richards, IncorporatedBroker
State Registrations27 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.