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Jonathan Cory Gimperling

KCD Financial, Inc.

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About Jonathan Cory Gimperling

Jonathan Cory Gimperling is a financial advisor registered with KCD Financial, Inc. Jonathan has been in the financial services industry since March 10, 1999. Jonathan is registered to provide investment advice in Maryland and Texas. Jonathan works with clients to develop and implement financial plans, manage their investments, and select other financial advisors. Jonathan has been recognized as a Certified Financial Planner.

Firm Information

Jonathan Gimperling 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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Jonathan Gimperling’s Registration & Firm History

MD

12/21/2022 - Present

KCD Financial, Inc. (Columbia MD)

MD

08/11/2003 - 01/07/2020

LINCOLN FINANCIAL ADVISORS CORPORATION (MILLERSVILLE MD)

IN

08/11/2003 - 04/20/2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

AZ

03/18/1999 - 01/17/2003

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

MN

12/19/1997 - 07/01/1998

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

12/19/1997 - 07/01/1998

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 04/06/1999

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/19/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/30/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Cory Gimperling.
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