President · KCD Financial, Inc.
Joel Reid Blumenschein
CRD 1372334 · Named on Form ADV at one SEC-registered adviser
At a glance
KCD Financial, Inc., an SEC-registered broker-dealer firm based in Green Bay, WI with $202 million in regulatory assets, lists Joel Reid Blumenschein on its Form ADV as President, a control person.
Firms and roles
- KCD Financial, Inc.PresidentBroker-dealer firm · Green Bay, WI · $202M in regulatory assets
AtlasMembers
Joel’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Henry Carl IV PrangeCommon Shareholder, KCD Financial, Inc.
- David Scott WilsonChief Compliance Officer, KCD Financial, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.