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Current Employers
Kcd Financial, Inc.

3061 Allied Street Suite B, Green Bay, WI 54304 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-07-01
OH RA APPROVED 2024-01-03
  • IN RA
    APPROVED
    Since 2026-07-01
  • OH RA
    APPROVED
    Since 2024-01-03

Branch Locations

3061 Allied Street Suite B, Green Bay, WI 54304 • USA

New Waterford, OH • United States

3061 Allied Street Suite B, Green Bay, WI 54304 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Roster Financial Danvers MA 09/2014 12/2016
Medical Mutual Akron OH 11/2017 Present
North American Co. Life & Health Insurance Sioux Falls SD 07/2013 Present
United Healthcare Cleveland OH 07/2017 Present
American National Galveston TX 12/2014 Present
Allianz Life Insurance Co. Minneapolis MN 01/2013 Present
Gameplan Financial Atlanta GA 01/2017 12/2023
Kcd Financial Inc Green Bay WI 06/2018 05/2019
Kcd Financial Inc Green Bay WI 01/2024 Present
Protective Life Insurance Company Birmingham AL 11/2019 Present
Symetra Life Insurance West Des Moines IA 03/2019 Present
Assurity Life Insurance Lincoln NE 03/2023 Present
Transamerica Cedar Rapids IA 05/2023 Present
Prudential Life Insurance Newark NJ 05/2023 Present
Oceanview Life Insurance Grimes IA 05/2023 Present
National Life Insurance Company Monteplier VT 05/2023 Present
Lincoln Financial Radnor PA 05/2023 Present
Clear Springs Life Insurance Indianapolis IN 05/2023 Present
Gerber Life Insurance Fremont MI 06/2023 Present
Americo Financial Life And Annuity Kansas City KS 08/2023 Present
American Amicable Life Insurance Waco TX 08/2023 Present
  • 09/2014 → 12/2016
    Roster Financial
    Danvers, MA
  • 11/2017 → Present
    Medical Mutual
    Akron, OH
  • 07/2013 → Present
    North American Co. Life & Health Insurance
    Sioux Falls, SD
  • 07/2017 → Present
    United Healthcare
    Cleveland, OH
  • 12/2014 → Present
    American National
    Galveston, TX
  • 01/2013 → Present
    Allianz Life Insurance Co.
    Minneapolis, MN
  • 01/2017 → 12/2023
    Gameplan Financial
    Atlanta, GA
  • 06/2018 → 05/2019
    Green Bay, WI
  • 01/2024 → Present
    Green Bay, WI
  • 11/2019 → Present
    Protective Life Insurance Company
    Birmingham, AL
  • 03/2019 → Present
    Symetra Life Insurance
    West Des Moines, IA
  • 03/2023 → Present
    Assurity Life Insurance
    Lincoln, NE
  • 05/2023 → Present
    Transamerica
    Cedar Rapids, IA
  • 05/2023 → Present
    Prudential Life Insurance
    Newark, NJ
  • 05/2023 → Present
    Oceanview Life Insurance
    Grimes, IA
  • 05/2023 → Present
    National Life Insurance Company
    Monteplier, VT
  • 05/2023 → Present
    Lincoln Financial
    Radnor, PA
  • 05/2023 → Present
    Clear Springs Life Insurance
    Indianapolis, IN
  • 06/2023 → Present
    Gerber Life Insurance
    Fremont, MI
  • 08/2023 → Present
    Americo Financial Life And Annuity
    Kansas City, KS
  • 08/2023 → Present
    American Amicable Life Insurance
    Waco, TX
Previous Registrations
Other Businesses

1) Independent Insurance Agent with AVR Financial LLC, 45804 Crestview Rd, New Waterford, Ohio 44445. Provide Fixed Annuity-my current FMO is Legend Financial, and I will be offering MYGAs and FIAs on occasion. Currently, I am licensed with Allianz, North America, F&G, Clear Springs and other A rated carriers and above. Provide Life Insurance-my current FMO is Legend Financial, and I will be offering IULs, Term, GULs, and whole life. Currently I am licensed with Allianz, North America, Protective, and other A rated carriers and above. Provide Health Insurance-my current IMO is Emerson Rogers, and I will be offering Group and Medicare Health Insurance. I am currently licensed with Anthem and Medical Mutual of Ohio. Provide Long-Term Care-my current FMO is legend Financial, and I will be offering life insurance with Long term Rider. Provide Other-my current FMO is Legend Financial, and I will be offering Critical Illness Polocies. Start Date: 01/02/2024, 5 Hours/Week during regular market hours, 5 Hours/Week during non-market hours. 25-50% approx. Of annual earnings is or will be generated from this activity. Compensation is direct commission. I have clients that I have advisory, brokerage, fixed annuities, life and health insurance and Medicare insurance. 2) Emerson Reid Insurance. Dental/Vision. 4 hours/month during trading hours. 3) Finance Committee & Capital Campaign Committee- Canfield Presbyterian Church, 140 W Main St. Canfield, OH 44406. Start Date-01/02/2023- 30 minutes-travel time/month during regular market hours. 1-2 Hours/month during non-market hours. I am a member of my church's financial committee. I will not or have not recommended any investments. And have volunteered to be the liaison to the Capital Campaign Committee. 4) Ohio Chamber-United Healthcare Chamber- Columbus,OH. Start Date-01/05/2026-30 minutes travel-time/month during regular market hours. 1-2 Hours/month during non-market hours. UHC Chamber-Able to sell group health insurance for United Healthcare. 5)Allianz, North America and any other A related carrier-MYGAs & FIAs. Fixed Annuity. Allianz, North America and any other A related carrier IULS, Term, GUL and Whole Life. Life Insurance. United Healthcare, Anthem Blue Cross and Blue Shield and any other Health Insurance Carrier- Group Health Ins.,Individual Health Ins. and Medicare Supplements. Health Insurance. Critical Illness- Assurity Life Insurance Co. and the opportunity to offer Short and Long Term Disability in the future. Other. 2-5 Hours Per Month during regular market hours. 2-5 Hours Per Month during non-market hours. Approximately 5%-10% of annual earnings will be generated from this activity. All of the Insurance compensation is commission based. Group Health Insurance for R&R Paving and I am also the Broker for the company SEP IRA. Also, the owners of R&R Paving are Brokerage and Advisory Clients. I currently do not have any Advisory/Brokerage clients that are Medicare Supplement clients, however that may change in the future. Start Date:4/24/2025

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-07-06
S65 Uniform Investment Adviser Law Examination 2018-05-29
  • S63 Uniform Securities Agent State Law Examination
    2018-07-06
  • S65 Uniform Investment Adviser Law Examination
    2018-05-29
Other Names
  • Regina Dyan Unger

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