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Timothy William Steffen

KCD Financial, Inc.

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About Timothy William Steffen

Timothy Steffen is a financial professional with over 30 years of experience in the financial services industry. Timothy has a strong track record of providing financial advice to individuals, families, and businesses. Timothy is a registered representative with KCD Financial, Inc. and is also registered as an Investment Advisor Representative in Texas and Wisconsin. Timothy specializes in Financial Planning, selection of other advisors, and portfolio management. Timothy provides services to individuals, high net worth individuals, corporations, and other businesses.

Firm Information

Timothy Steffen 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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Timothy Steffen’s Registration & Firm History

WI

07/16/2004 - Present

KCD Financial, Inc. (Green Bay WI)

NY

06/10/1998 - 06/25/2004

NYLIFE SECURITIES INC. (NEW YORK NY)

MN

07/05/1989 - 05/27/1998

LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 06/28/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/26/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/12/1999

Series 7 - General Securities Representative Examination

BC

Issued 07/03/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Timothy William Steffen. Review regulatory record here.
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