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
Green Bay, WI 54304
Credentials
Series 63, Series 65
Industry experience
40 years
Joel Blumenschein is a financial advisor at KCD Financial, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at KCD Financial since 2010. Prior to that, he was associated with Freedom Investors Corp for 18 years. Blumenschein is also president and director of Freedom Securities, Inc., a parent company unrelated to investment activities. 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 range of analytical methods and strategies, including long- and short-term investments, trading, and options, typically operating under non-discretionary advisory relationships.
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
3061 Allied Street, Suite B
Green Bay, WI 54304
California · Florida · Texas · Washington · Wisconsin
KCD Financial Inc
2010 - Present (16 years)
Freedom Investors Corp (RIA)
2002 - 2020 (18 years)
Freedom Investors Corp
2002 - 2017 (15 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.
Series 63, Series 65
Denmark, WI
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Series 63, Series 65
Suamico, WI
Fiduciary Insight, LLC
Series 63, Series 65
Green Bay, WI
Transform Retirement
Series 63, Series 65
Green Bay, WI
Barington Capital Management, LLC
CFP®, Series 65
Green Bay, WI
Melotte Financial Advisors
CFA®, Series 66
Green Bay, WI
Revise Capital LLC
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