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Steven (shlomo) Jeremy Hoffman

KCD Financial, Inc.

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About Steven (shlomo) Jeremy Hoffman

Steven Hoffman is a financial advisor with over 20 years of experience in the industry. Steven is currently registered with KCD Financial, Inc. and is also an independent insurance agent for various independent insurance companies. Steven has been a Registered Representative and/or Investment Advisor Representative with other firms in the past including Cambridge Investment Research, Inc., LPL Financial LLC, and Lincoln Investment. Steven is also a Certified Financial Planner and a Chartered Financial Consultant. Steven offers various financial planning and investment management services to individuals and high net worth individuals.

Firm Information

Steven (shlomo) Hoffman 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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Steven (shlomo) Hoffman’s Registration & Firm History

NA

01/03/2024 - Present

KCD Financial, Inc. (Ramat Beit Shemesh )

MA

06/29/2015 - 08/16/2023

CAMBRIDGE INVESTMENT RESEARCH, INC. (WELLESLEY HILLS MA)

MA

02/06/2009 - 07/07/2015

LPL FINANCIAL LLC (SHREWSBURY MA)

PA

02/15/2002 - 12/31/2008

LINCOLN INVESTMENT (FORT WASHINGTON PA)

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Licenses & Designations

BOTH

Issued 02/13/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/14/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven (shlomo) Jeremy Hoffman.
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