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3061 Allied Street Suite B, Green Bay, WI 54304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-13 |
| AZ | RA | APPROVED | 2026-03-26 |
| MI | RA | APPROVED | 2026-03-12 |
| NC | RA | APPROVED | 2026-03-12 |
| TX | RA | APPROVED | 2010-09-22 |
| WI | RA | APPROVED | 2004-07-16 |
Branch Locations
3061 Allied Street Suite B, Green Bay, WI 54304 • United States
Bowler, WI • United States
Bowler, WI • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kcd Financial, Inc. | Greeen Bay | WI | 07/2004 | Present |
1-AKIN AKRS TREE FARM LLC, NOT INVESTMENT RELATED, MILWAUKEE, WI. MANAGEMENT OF LAND AND TIMBER PRODUCTION - OWNER. STARTED OCT. 2002, 10 HOURS PER MONTH ALL OF WHICH ARE DURING NON-MARKET HOURS. OWNER/OPERATOR FOR THE GROWING AND HARVEST OF WOOD PRODUCTS. MGMT OF LAND, CARE, AND OVERSIGHT. 2-THE STEFFEN INVESTMENT CO., INC., INVESTMENT RELATED, MILWAUKEE, WI. INSURANCE SALES - OWNER. START 7-16-04, 4 TO 6 HOURS PER DAY OF WHICH 2 TO 3 HOURS PER DAY ARE DURING MARKET HOURS. 3-SALE OF FIXED ANNUITIES AND FIXED INDEXED ANNUITES, LIFE, HEALTH, LTC, AND DISABILITY INSURANCE. ALSO SALE OF FINAL EXPENSE AND MEDICAL SUPPLEMENTS. STEFFEN INVESTMENT PROPERTIES, LLC, NOT INVESTMENT RELATED, MILWAUKEE, WI. RENTAL PROPERTY - OWNER. START 2/1997, 15 HOURS PER MONTH OF WHICH 5 HOURS PER MONTH ARE DURING MARKET HOURS. MANAGE AND OPERATE RENTAL PROPERTY BUSINESS. 4-US CENSUS BUREAU, DEPARTMENT OF COMMERCE. NON-INVESTMENT RELATED. CHICAGO REGIONAL OFFICE, CHICAGO IL. POSITION - PES ENUMERATOR. START 6-16-2021 TERMINATION DATE 10-6-2021. WORKED 31 HOURS VISITING HOMES IN BOWLER WI TO ASSIST BUREAU IN COMPLETE HOUSEHOLD/PERSONS RECORDS. 5-POLITICAL/NEWS COMMENTARY ON THE 3RD TUESDAY EACH MONTH ON RADIO, WTCH, REPRESENTING THE REPUBLICAIN PARTY OF SHAWANO COUNTY. NOT INVESTMENT RELATED. 2-4 HOURS PER MONTH DURING MARKET HOURS AND 2-4 HOURS PER MONTH DURING NON-MRKET HOURS. START 8/2023. 6- NEWLY ELECTED CHAIRMAN OF THE SHAWANO COUNTY REPUBLICAN PARTY. VOLUNTEER POSITION. NO COMPENSATION OF ANY KIND. 5 HOURS PER WEEK DURING REGULAR MARKET HOURS AND 5 HOURS PER WEEK DURING NON-MARKET HOURS. A CURRENT CLIENT, ONE CLIENT, TONY NOVITSKI, IS A MEMBER OF THE COUNTRY PARTY. I HAVE INDICATED THAT I WILL NOT BE ENGAGING WITH ANY OTHER MEMBERS DURING MY TERM.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-26 |
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