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 66
Industry experience
11 years
Robert Rivera is a financial advisor at KCD Financial, Inc. in Green Bay, WI, with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cetera Advisor Networks LLC and Central Financial States. Outside of his advisory role, Rivera is a member of the Knights of Columbus and serves on the Prince of Peace council. KCD Financial, Inc. is a registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm employs a variety of analytical approaches and investment strategies, offering both non-discretionary advisory services and access to third-party managed accounts.
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
Wisconsin
KCD Financial Inc
2019 - Present (7 years)
Cetera Advisor Networks Llc
2018 - 2019 (1 year)
Central Financial States
2018 - 2019 (1 year)
U & I Movers Express
2017 - 2019 (2 years)
Capital Credit Union
2015 - 2017 (2 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
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CFP®, Series 65
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CFA®, Series 66
Green Bay, WI
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