JS
CFP
JS
CFP

Jennifer Ann Shammamy

13 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
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
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Location

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

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

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.
January 2018 - Present · 8 yrs 1 mo
Previous Registrations
Fabian Wealth Strategies, INC.
January 2011 - May 2016 · 5 yrs 4 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.