Joel Blumenschein

President & Chief Executive Officer

 

Joel received his first securities license in 1985. His experience in the securities industry range from start-up brokerage companies to national wire houses. Serving as President & CEO of KCD, he oversees the operations of the firm focusing on new business initiatives and broker relations.

Joel graduated from UW-Milwaukee with a Bachelor of Science Degree in Finance and holds the following securities registrations: Series 4, 7, 24, 28,63, 65, 79, and 99. His background includes past Chairman of FINRA District 8 and serving as a former FINRA Advisory Board member.

In Business Since 2003

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

Over 95 Combined Licensed Years of Experience

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

Over 120m 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