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Stephen Duhr

KCD Financial, Inc.

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About Stephen Duhr

Stephen Duhr is a registered investment advisor representative with KCD Financial, Inc. Stephen has been in the financial services industry since 1998. Stephen has his Series 7, Series 52, Series 63, and Series 65 securities licenses. Stephen is currently registered in Illinois and Wisconsin. Stephen works with high net worth individuals and other individuals.

Firm Information

Stephen Duhr 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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Stephen Duhr’s Registration & Firm History

WI

03/10/2020 - Present

KCD Financial, Inc. (Bayside WI)

WI

11/07/2007 - 04/06/2018

NORTHLAND SECURITIES, INC. (MILWAUKEE WI)

WI

04/21/2003 - 12/31/2007

FIRST MIDAMERICA INVESTMENT CORPORATION (MILWAUKEE WI)

MI

08/15/1997 - 04/21/2003

H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)

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Licenses & Designations

IA

Issued 03/13/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/21/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/07/1997

Series 7 - General Securities Representative Examination

BC

Issued 08/14/1997

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Duhr.
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