Jennifer Shammamy is a CFP-designated registered investment advisor at Kcd Financial, INC., based in Green Bay, WI, with 13 years of industry experience. Jennifer 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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Jennifer performs administrative tasks at Hainer & Berman, a law firm, including answering phones and occasionally witnessing estate signings. She spends minimal time on these duties and receives no compensation.
Employment History
Current Registrations
Kcd Financial, INC.
Previous Registrations
Fabian Wealth Strategies, INC.
State Registrations1 state
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.