CD
CD

Craig Steven Deziel

3 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

Craig is involved with Machtan Financial Services Group, selling fixed insurance products, dedicating about full-time hours. He also operates under the DBA DeZiel Financial Services Group LLC under Machtan Financial Services Group.

Employment History
Current Registrations
Kcd Financial, INC.
January 2023 - Present · 3 yrs 1 mo
Kcd Financial, INC.Broker
July 2022 - Present · 3 yrs 7 mos
State Registrations8 states
AZFLILMNNDSDTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.