DB
CFP
DB
CFP

Douglass Joseph Burgdorf

26 Years of Experience
BrokerSells Insurance
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 ActivitiesSells Insurance

Douglass is a partner at H & B Financial Group, Inc. involved in insurance sales, and the owner of Burgdorf Financial Services, Inc. DBA Private Asset Management, where he provides financial planning and investment management, dedicating nearly full-time hours. Douglass also assists with marketing and business development for Cedar River Technologies/Waggle IOT, spending about 10-20% of his time, on a voluntary basis.

Employment History
Current Registrations
Kcd Financial, INC.
January 2010 - Present · 16 yrs 1 mo
Kcd Financial, INC.Broker
June 2007 - Present · 18 yrs 8 mos
Previous Registrations
Securities America, INC.Broker
September 2002 - June 2007 · 4 yrs 9 mos
Banc One Securities CorporationBroker
March 1999 - August 2002 · 3 yrs 5 mos
State Registrations4 states
CAFLINMI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.