What you need to know...

Client Education

Choosing a financial planner is one of the most important decisions you will make.

The financial concerns of today’s investors require careful consideration and education to ensure success. Independent financial advisors, like KCD representatives, are able to provide the best overall information about the wide variety of investment products and services available in our ever-changing markets.

KCD Representatives have access to a comprehensive range of quality financial products, research, and technology, enabling them to serve the unique situation of each client. KCD does not maintain proprietary products (specific financial products that we recommend and/or require our reps to market and sell). Our reps are free to choose from a multitude of sound, quality investment options when assisting you in your financial planning goals.

Since the client is the ultimate decision-maker, KCD representatives know the importance of providing them with educational resources. Please take a moment to review this website to familiarize yourself with the services and tools a KCD representative will use to help you reach your financial goals.

In an effort to help you become an informed investor, able to make wise decisions about your financial future, we’ve listed below a glossary of key terms and tips regarding the financial industry.

Key Financial TermsTips to Keep Track of Your InvestmentsEducational Videos

In Business Since 2003

Our Rep’s average tenure is over 10 years with our firm.

Over 100 Combined Licensed Years of Experience

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

Over $500MM 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