Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Blumenschein is a financial advisor with over 30 years of experience in the industry. Joel is currently a General Securities Principal at KCD Financial, Inc. Joel has held a variety of roles in the financial services industry, including positions at Freedom Investors Corp., EZ Stocks, Inc., and LISS Financial Services. Joel holds several industry licenses and certifications, including the Series 7, 63, 24, 4, and 28. Joel specializes in financial planning and portfolio management for individuals. Joel is a Registered Investment Advisor and is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA).
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
A portion of fees paid to 3rd party advisors
1
2
WI
08/06/2024 - Present
KCD Financial, Inc. (Green Bay WI)
WI
11/04/2002 - 08/28/2017
FREEDOM INVESTORS CORP. (BROOKFIELD WI)
WI
11/24/2000 - 09/23/2012
EZ STOCKS, INC. (BROOKFIELD WI)
WI
09/06/1996 - 11/28/2000
LISS FINANCIAL SERVICES (MILWAUKEE WI)
TX
09/01/1994 - 09/06/1996
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
NA
01/11/1991 - 09/01/1994
HAMILTON INVESTMENTS, INC.
NA
09/11/1990 - 01/09/1991
WHITEHOUSE & MOORE INVESTMENTS, INC.
NA
06/19/1985 - 10/18/1990
BLINDER, ROBINSON & CO., INC.
IA
Issued 07/22/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2019
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 08/11/1987
Series 4 - Registered Options Principal Examination
BC
Issued 01/28/1987
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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