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William Lee Neely

KCD Financial, Inc.

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About William Lee Neely

William Lee Neely is a registered representative with KCD Financial, Inc. William has been in the industry since 1998 and is currently registered with the firm in SEDALIA, MO. William has held previous registrations with MONEY CONCEPTS CAPITAL CORP in PALM BEACH GARDENS, FL, KCD FINANCIAL, INC. in GREEN BAY, WI, PACKERLAND BROKERAGE SERVICES, INC. in GREEN BAY, WI, and PRUCO SECURITIES CORPORATION in NEWARK, NJ. William holds Series 6 and Series 63 licenses.

Firm Information

William Neely 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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William Neely’s Registration & Firm History

MO

05/06/2005 - Present

KCD Financial, Inc. (SEDALIA MO)

FL

10/14/2004 - 05/17/2005

MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)

WI

01/20/2004 - 10/05/2004

KCD FINANCIAL, INC. (GREEN BAY WI)

WI

09/14/1999 - 01/12/2004

PACKERLAND BROKERAGE SERVICES, INC. (GREEN BAY WI)

NJ

06/16/1998 - 09/09/1999

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BC

Issued 06/13/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/03/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for William Lee Neely. Review regulatory record here.
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