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Mark Raymond Sitter

KCD Financial, Inc.

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About Mark Raymond Sitter

Mark Raymond Sitter is a financial advisor with KCD Financial, Inc. Mark has been in the financial industry since 1988. Mark has been registered as a broker-dealer with KCD Financial, Inc. since August 10, 2019. Mark is licensed to conduct business in Texas and Michigan. Prior to joining KCD Financial, Inc. Mark worked for CAPITAL FINANCIAL SERVICES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Mark offers financial planning and portfolio management for individuals.

Firm Information

Mark Sitter 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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Mark Sitter’s Registration & Firm History

TX

08/10/2019 - Present

KCD Financial, Inc. (SHENANDOAH TX)

TX

01/04/2006 - 06/28/2019

CAPITAL FINANCIAL SERVICES, INC. (Shenandoah TX)

NY

06/21/1988 - 01/03/2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/19/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/18/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 6 public disclosures for Mark Raymond Sitter. Review regulatory record here.
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