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ED
ED

Edwin Ambrose Day

Kcd Financial, INC.
31 Years of Experience
1 DisclosureBroker
View SEC Summary
View SEC Summary
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

40 Lake Bellevue Drive, Suite 100, Bellevue, WA, 98005

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History

Regulatory History (1)
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Criminal
April 1965
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Edwin is a member of Heritage Benefits LLC (estate planning) since 2003, dedicating about 10-20% of his time. He is also a member of Heritage Benefits Investment Management LLC, spending about a quarter of his time, and a member of EA Day LLC, an investment holding company, spending minimal time.

Employment History
Current Registrations
Kcd Financial, INC.Broker
July 2025 - Present · 7 mos
Kcd Financial, INC.
July 2025 - Present · 7 mos
Kcd Financial, INC.
December 2018 - Present · 7 yrs 2 mos
Previous Registrations
Heritage Benefits Investment Management, LLC
June 2005 - December 2018 · 13 yrs 6 mos
Cambridge Investment Research Advisors, INC.
March 2005 - December 2005 · 9 mos
Cambridge Investment Reserarch, INC.
November 2001 - March 2005 · 3 yrs 4 mos
Heritage Benefits Financial Services, INC.Broker
February 1999 - March 2017 · 18 yrs 1 mo
Pml Securities CompanyBroker
July 1994 - December 1994 · 5 mos
Eneric Financial Services, INC.Broker
April 1994 - December 1998 · 4 yrs 8 mos
State Registrations6 states
CACOMTTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.