Advisor at KCD Financial, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
KCD Financial, Inc.
Location
Palm Springs, CA
Credentials
Series 63, Series 65
Industry experience
35 years
David Wilson is a financial advisor at KCD Financial, Inc. in Green Bay, WI, holding Series 63 and Series 65 credentials with 34 years of industry experience. He has worked at KCD Financial since 2012 and has also been associated with Mutual Trust Asset Management and Mutual Trust Company of America Securities since 2023. Outside of his advisory work, he performs as a bass guitarist, vocalist, and band member in a local cover band with occasional gigs. KCD Financial, Inc. is a registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm manages approximately $182.6 million in assets and employs a variety of analytical and investment strategies, offering both discretionary and non-discretionary advisory relationships along with access to third-party management platforms.
Based on KCD Financial, Inc.
Based on KCD Financial, Inc.
Fixed fees range from $150 to $1,000 per financial plan
$0 - $100,000: 2% to less than 3% $100,000 - $500,000: 1% to 2% $500,000 - $1,000,000: 0.5% to 1% $1,000,000+: 0.5% or any negotiated variation
$50 to $150 per hour depending on experience and portfolio complexity
Account minimum: $25,000 (may be waived) Fee-only: Hourly fees range from $50 to $150 per hour; fixed fees range from $150 to $1,000 per plan
Palm Springs, CA
California · Florida · Illinois · Texas · Wisconsin
Mutual Trust Asset Management
2023 - Present (3 years)
Mutual Trust Company of America Securities
2023 - Present (3 years)
KCD Financial, Inc.
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
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CFP®, CFA®, Series 63
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Series 65
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Series 63, Series 65
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Anthony J. Mancini, I.A.
CFP®, Series 63, Series 66
Rancho Mirage, CA
ReLion Assets Management, LLC
Series 65
Indian Wells, CA
MacLean Capital Advisors, LLC
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