Knowledgeable in the securities industry and the products we offer. 

Independent Broker Dealer and Registered Investment Advisor.

Credible in the guidance we provide.

Independent Broker Dealer and Registered Investment Advisor.

Dependable and timely service and support.

Independent Broker Dealer and Registered Investment Advisor.

Philosophy

Our Reps and Advisors are our clients, our servicing you is the most important thing we do.

Culture

We’ve combined the strengths of our diverse backgrounds to create a premier broker dealer designed to best serve our Reps and advisors.

Mission

We allow you freedom to develop your professional goals, with the products that are suited to your clients needs without mandatory proprietary products.

 

Integrity

We make decisions honestly and fairly, with our partners and their client’s best interest in mind.

Boutique BD/RIA

We provide the best fit for how you do business today and for where you want to be tomorrow.

Teamwork

We achieve success through open communication, honesty, support and trust.

 

Want to Know More?

For a recruiting kit that details the advantages of joining KCD, and/or registration materials, please complete the following questionnaire.

Or, if you prefer, you can call us at 920-347-3400.

 
 
 
Licenses Held:
 

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In Business Since 2003

Our Rep’s average tenure is over 8 years with our firm.

Over 85 Combined Licensed Years of Experience

Our back office has navigated through the up and down cycles and ever changing regulation changes.

Over 100m Assets Under Management

We have seen considerable growth in the past few years!

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck