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Douglass Joseph Burgdorf

KCD Financial, Inc.

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About Douglass Joseph Burgdorf

Douglass Burgdorf is a financial advisor registered in Florida, Indiana, Kentucky, Michigan, and North Carolina. Douglass works for KCD Financial, Inc., and has been with the firm since June 2007. Douglass has been in the securities industry since April 3, 1999. Douglass is a Certified Financial Planner, specializing in portfolio management for individuals and selection of other advisors.

Firm Information

Douglass Burgdorf 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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Douglass Burgdorf’s Registration & Firm History

WI

01/26/2010 - Present

KCD Financial, Inc. (Green Bay WI)

MI

09/17/2002 - 06/05/2007

SECURITIES AMERICA, INC. (MILFORD MI)

IL

03/11/1999 - 08/23/2002

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 04/25/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/08/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/2000

Series 7 - General Securities Representative Examination

BC

Issued 03/08/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Douglass Joseph Burgdorf.
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