Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Kcd Financial, Inc. financial advisors in Green Bay, WI

Every SEC-registered investment adviser representative at a Kcd Financial, Inc. office in Green Bay, A to Z.

The short answer

20 registered advisors work at Kcd Financial, Inc. in Green Bay, out of 31 at the firm nationwide; it ranks number 10 in the city by advisors. 1 list the CFP designation and 18 are also registered broker representatives.

Kcd Financial, Inc. advisors in Green Bay, A to Z

Every Kcd Financial, Inc. advisor →

Kcd Financial, Inc. advisors in every city and state →Kcd Financial, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Kcd Financial, Inc. advisors in other cities

Bellevue, WA 2Bayside, WI 1Brookfield, WI 1Crofton, MD 1Depere, WI 1Glenview, IL 1Orlando, FL 1St.petersburgh, FL 1Stratford, CT 1Wilmette, IL 1

Other firms in Green Bay

All Green Bay advisors →

Packerland Brokerage Services, Inc. 59Morgan Stanley 35Nicolet Wealth Management 32RBC Capital Markets, LLC 25Osaic Wealth, Inc. 23Robert W. Baird & Co. Incorporated 21Ameriprise Financial Services, LLC 19Edward Jones 18LPL Financial LLC 18Raymond James Financial Services Advisors, Inc. 14Merrill Lynch, Pierce, Fenner & Smith Incorporated 13Harbour Investments, Inc. 11

Questions

How many financial advisors does Kcd Financial, Inc. have in Green Bay?

20 investment adviser representatives are registered at Kcd Financial, Inc. offices in Green Bay, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 31 nationwide. 1 list the CFP designation and 18 are also registered as broker representatives.

Is Kcd Financial, Inc. one of the largest advisor employers in Green Bay?

Kcd Financial, Inc. ranks number 10 in Green Bay by registered advisors; Packerland Brokerage Services, Inc. has the most, with 59.

How do I check a Kcd Financial, Inc. advisor in Green Bay?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Kcd Financial, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.