Kcd Financial, Inc.
Kcd Financial, Inc. is an SEC-registered mass-market adviser in Green Bay, WI with $202.1M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Kcd Financial, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 127473, SEC 801-110069, data through 2026-05-26.
- AUM (assets under management / regulatory AUM)
- $202.1M (2026-05-26)
- Firm type
- Mass-Market Adviser
- Location
- Green Bay, WI
- Employees
- 29
- Clients
- 1,257
- CRD
- 127473
- Ownership
- PRANGE, HENRY CARL IV; BLUMENSCHEIN, JOEL REID; FREEDOM SECURITIES, INC.; WILSON, DAVID SCOTT; RASTALL, LORI LEA
How much AUM does Kcd Financial, Inc. have?
Kcd Financial, Inc. reported $202.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-26).
Who owns Kcd Financial, Inc.?
Disclosed owners and executives of Kcd Financial, Inc. include PRANGE, HENRY CARL IV, BLUMENSCHEIN, JOEL REID, FREEDOM SECURITIES, INC., WILSON, DAVID SCOTT, RASTALL, LORI LEA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.