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Christopher Charles Fess

KCD Financial, Inc.

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About Christopher Charles Fess

Christopher Fess is a financial advisor with over 30 years of experience in the industry. Christopher is currently registered with KCD Financial, Inc. and is licensed to conduct business in 17 states. Christopher has a diverse background, having worked for several firms throughout his career. Christopher is committed to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Christopher Fess is currently registered with KCD Financial, Inc.. KCD Financial, Inc. is a Corporation headquartered in GREEN BAY, WI. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. They serve high net worth individuals and individuals other than high net worth. The firm has been in operation since 2003-05-19 and has approximately 175,100,000 in assets under management.
KCD Financial, Inc.

3061 ALLIED STREET

GREEN BAY, WI 54304

$175.10M

Assets Under Management

30

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

A portion of fees paid to 3rd party advisors

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Christopher Fess’s Registration & Firm History

WI

08/31/2006 - Present

KCD Financial, Inc. (Green Bay WI)

MI

02/09/2002 - 04/30/2003

SAMMONS SECURITIES COMPANY, LLC (ANN ARBOR MI)

CA

04/11/1997 - 02/09/2002

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

CT

03/06/1996 - 04/10/1997

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

WI

12/11/1991 - 03/06/1996

NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)

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Licenses & Designations

IA

Issued 09/23/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/07/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/15/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/23/1999

Series 7 - General Securities Representative Examination

BC

Issued 12/09/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Christopher Charles Fess. Review regulatory record here.
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