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Lawrence Charles Skibo

Kcd Financial, INC.
33 Years of Experience
Broker
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

Naperville, IL

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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

Lawrence owns a piano tuning business since 2016 and a photography business since 2012, dedicating minimal time to each. He is also a real estate broker, a real estate consultant, and an independent wholesaler for private placements, spending a significant amount of time on these investment-related activities.

Employment History
Current Registrations
Kcd Financial, INC.
September 2020 - Present · 5 yrs 5 mos
Kcd Financial, INC.
August 2020 - Present · 5 yrs 6 mos
Kcd Financial, INC.Broker
August 2020 - Present · 5 yrs 6 mos
Previous Registrations
Jcc Capital Markets, LLCBroker
January 2019 - September 2020 · 1 yr 8 mos
Moloney Securities CO., INC.Broker
October 2015 - December 2018 · 3 yrs 2 mos
Financial West GroupBroker
October 2013 - November 2015 · 2 yrs 1 mo
Heritage Financial Systems, INC.Broker
January 2012 - September 2012 · 8 mos
Newport Coast Securities, INC.Broker
July 2010 - December 2011 · 1 yr 5 mos
1st Worldwide Financial Partners, LLCBroker
February 2007 - December 2008 · 1 yr 10 mos
D.H. Hill Securities LLPBroker
December 2005 - September 2006 · 9 mos
Kahn Financial Securities, LLCBroker
July 2004 - December 2004 · 5 mos
Quasar Distributors, LLCBroker
March 2004 - June 2004 · 3 mos
Fisher Investments,inc.
August 2002 - October 2002 · 2 mos
Usallianz Investor Services, LLCBroker
October 1999 - March 2001 · 1 yr 5 mos
Equitable Distributors, INC.Broker
March 1997 - February 1998 · 11 mos
Mfs Fund Distributors, INC.Broker
August 1993 - December 1996 · 3 yrs 4 mos
Mfs Financial Services, INC.Broker
December 1986 - December 1994 · 8 yrs
Massachusetts Financial Services CompanyBroker
October 1986 - January 1987 · 3 mos
First of Michigan CorporationBroker
December 1983 - January 1985 · 1 yr 1 mo
Ids Life Insurance CompanyBroker
May 1981 - September 1983 · 2 yrs 4 mos
Ids Marketing CorporationBroker
May 1981 - September 1983 · 2 yrs 4 mos
Investors Diversified Services, INC.Broker
May 1981 - September 1983 · 2 yrs 4 mos
State Registrations1 state
IL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.