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Corrie Kevin Borde

KCD Financial, Inc.

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About Corrie Kevin Borde

Corrie Kevin Borde is a registered investment advisor representative with KCD Financial, Inc. Corrie has been in the industry since 2014. Corrie is registered to provide investment advice in Florida. Corrie has passed the Uniform Investment Adviser Law Examination (Series 65). Corrie's professional background includes experience at Borde & Associates, Bankers Life, and Wireless Direct Inc. In addition to investment advice, Corrie also provides services as a real estate investor. Corrie is also registered with KCD Financial, Inc. in Wisconsin and Florida.

Firm Information

Corrie Borde 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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Corrie Borde’s Registration & Firm History

FL

04/25/2022 - Present

KCD Financial, Inc. (Palm Bay FL)

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Licenses & Designations

IA

Issued 07/26/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Corrie Kevin Borde.
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