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William Talbert Bringham

KCD Financial, Inc.

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About William Talbert Bringham

William Talbert Bringham is a financial advisor with over 39 years of experience in the financial services industry. He is currently registered as a Registered Representative (Series 63) and Investment Advisor Representative (Series 65) with KCD Financial, Inc. William has held previous positions with FREEDOM INVESTORS CORP. and EDWIN C. BLITZ INVESTMENTS, INC.

Firm Information

William Bringham 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 Bringham’s Registration & Firm History

IL

06/10/2021 - Present

KCD Financial, Inc. (Glenview IL)

IL

08/21/2012 - 07/28/2017

FREEDOM INVESTORS CORP. (NORTHFIELD IL)

IL

08/18/1987 - 11/05/2014

EDWIN C. BLITZ INVESTMENTS, INC. (NORTHFIELD IL)

NA

01/05/1983 - 07/08/1987

INDIVIDUALS' FINANCIAL SERVICES, INCORPORATED

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Licenses & Designations

IA

Issued 02/10/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/08/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/05/1984

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/18/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Talbert Bringham.
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