KCD Financial

Finance · Wisconsin, United States · 51-200 Employees

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Overview

Headquarters

3061 Allied St Ste B, Green Bay, Wiscons...

Phone Number

(920) 347-3400

Revenue

$19.2 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 2
Signal Type
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ZI Rank
2
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2

About KCD Financial

KCD Financial is a premier broker-dealer based in Green Bay, specializing in providing independent financial planners with the tools and support needed to thrive in the financial industry. Founded in 2003, the firm emphasizes integrity, independence, and personalized service, ensuring that representatives receive one-on-one attention and guidance. KCD Financial is dedicated to redefining brokerage and advisory services for the next generation, helping clients navigate their financial journeys. The company serves independent financial planners nationwide, fostering a collaborative environment that prioritizes growth and success.Explore more
KCD Financial's Social MediaPopular SearchesKcd Financial IncKcd FinancialKcdfinancialDealer FinancialFinancial IncSIC Code 62,621NAICS Code 52,523Show more

KCD Financial Org Chart

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Senior Vice President Managing Broker and Dea...

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Financial Planner

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Certified Financial Planner

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Investment Advisor

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Compare Similar Companies to KCD Financial

Compare insights from companies similar to KCD Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

KCD Financial

$19.2M
51-200
Private
-
2003
LS
Larry SkiboSenior Vice President Managing Broker and Dealer Division
$29.4M
51-200
Private
-
1982
John Irvine, Chief Technology Officer at The Mason Companies
John IrvineChief Technology Officer
$25.8M
11-50
Private
<$5M
2001
Frederick Hill, Chief Executive Officer & Managing Principal at Harbor Investment Advisory
Frederick HillCEO & Managing Principal
$10.2M
51-200
Private
-
1898
Holly Mazzocca, Wealth Advisor & Principal & President at Bartlett & Co.
Holly MazzoccaWealth Advisor & Principal & President
$9.5M
11-50
Private
<$5M
2004
TD
Timothy DeckerPartner and Managing Director
$5.2M
51-200
Private
-
2008
JA
Jill AguadoManaging Director, Chief of Staff
<$5M
51-200
Private
-
1983
Kerri Williams, President & Investment Advisor at Sigma Financial
Kerri WilliamsPresident & Investment Advisor
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Company Profile Activity

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Among all Finance companies

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High Activity

Activity Insights

KCD Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

KCD Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about KCD Financial.

KCD Financial Tech Stack

A closer look at the technologies used by KCD Financial

KCD Financial News & Media

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Frequently Asked Questions Regarding KCD Financial

What is KCD Financial's official website?
KCD Financial's official website is www.kcdfinancial.com
What is KCD Financial's Revenue?
KCD Financial's revenue is $19.2 Million
What is KCD Financial's SIC code?
KCD Financial's SIC: 62,621
What is KCD Financial's NAICS code?
KCD Financial's NAICS: 52,523
How many employees does KCD Financial have?
KCD Financial has 51-200 employees
What industry does KCD Financial belong to?
KCD Financial is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is KCD Financial competition?
KCD Financial top competitors include: Greenspring Advisors, Bartlett & Co., Sigma Financial, The Mason Companies
What technology does KCD Financial use?
Some of the popular technologies that KCD Financial uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare Website Optimization
How do I contact KCD Financial?
KCD Financial contact info: Phone number: (920) 347-3400 Website: www.kcdfinancial.com
What does KCD Financial do?

KCD Financial is a premier broker-dealer based in Green Bay, specializing in providing independent financial planners with the tools and support needed to thrive in the financial industry. Founded in 2003, the firm emphasizes integrity, independence, and personalized service, ensuring that representatives receive one-on-one attention and guidance.... KCD Financial is dedicated to redefining brokerage and advisory services for the next generation, helping clients navigate their financial journeys. The company serves independent financial planners nationwide, fostering a collaborative environment that prioritizes growth and success.Read More

What are KCD Financial social media links?
KCD Financial Linkedin page KCD Financial Facebook page
Is KCD Financial a public company?
KCD Financial is private company therefore does not currently have an official ticker symbol
See more information about KCD Financial

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