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Ronald Edward Machtan

Kcd Financial, Inc.

Green Bay, WI

Minnetonka, MN

CRD 2696167

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Employer firm

Kcd Financial, Inc. CRD 127473

$202M regulatory AUM 75 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Kcd Financial, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2017-10-06
  • MN RA
    APPROVED
    Since 2017-10-06

Branch Locations

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

6125 Blue Circle Drive, Minnetonka, MN 55343 • 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
Master-Bait Co. Minnetonka MN 01/1983 Present
Kcd Financial, Inc. Minnetonka MN 10/2006 Present
  • 01/1983 → Present
    Master-Bait Co.
    Minnetonka, MN
  • 10/2006 → Present
    Minnetonka, MN
Other Businesses

MACHTAN FINANCIAL SERVICES GROUP, INVESTMENT RELATED, 6125 BLUE CIRCLE DR, MINNETONKA, MN. INSURANCE SALES-OWNER. START 10-30-06, 4 HOURS PER DAY OF WHICH 2 HOURS PER DAY ARE DURING MARKET HOURS. SALE OF FIXED INSURANCE & EQUITY INDEXED ANNUITIES, LONG TERM CARE INSURANCE. START 09-15-25, SALE OF ALLIANZ-FIXED ANNUITIES AMERICAN EQUITY AND ALLIANZ- LIFE INS LAFAYETTE LIFE. 3 HOURS PER DAY DURING REGULAR MARKET HOURS AND 1 HOUR PER DAY DURING NON MARKET HOURS,COMMISSION BASED. MASTER BAIT CO., & MGD LLC. NOT INVESTMENT RELATED, 5225 BAKER ROAD, MINNETONKA, MN. - FISHING LURES AND CLOTHING, NOVELTIES, AND HUNTING LAND - OWNER/SOLE PROPRIETOR. START 10-30-06, 0 HOURS PER DAY-ALL DURING NON MARKET HOURS. PART TIME HOBBY-MAKE LURES, DESIGN LOGOS, DESIGN SHIRTS, CAPS, ETC. TO SELL VIA MASTERBAIT.NET.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-29
S63 Uniform Securities Agent State Law Examination 1996-01-15
  • S65 Uniform Investment Adviser Law Examination
    1999-12-29
  • S63 Uniform Securities Agent State Law Examination
    1996-01-15
Other Names
  • Ron Edward Machtan
  • Ronaldo Edward Machtan

View on SEC IAPD

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