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Christopher John Marrs

KCD Financial, Inc.

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About Christopher John Marrs

Christopher John Marrs is a financial advisor at KCD Financial, Inc. based in Green Bay, WI. Christopher has been working in the industry since 1992 and holds a Series 6, Series 22TO, and Series 63 license. Christopher has experience working with individual investors and provides financial planning and portfolio management services.

Firm Information

Christopher Marrs 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 Marrs’s Registration & Firm History

WI

05/20/2009 - Present

KCD Financial, Inc. (Green Bay WI)

MN

05/03/1999 - 04/09/2009

PARK AVENUE SECURITIES LLC (ROGERS MN)

NY

08/10/1995 - 05/03/1999

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

NJ

07/21/1992 - 06/23/1995

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BC

Issued 07/23/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/28/2019

Series 22TO - Direct Participation Programs Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/17/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Christopher John Marrs. Review regulatory record here.
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