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3061 Allied Street Suite B, Green Bay, WI 54304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2006-08-31 |
Branch Locations
3061 Allied Street Suite B, Green Bay, WI 54304 • United States
8668 John Hickman Parkway Suite 603, Frisco, TX 75034 • 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. | De Pere | WI | 09/2004 | Present |
1 - LIFE & LEGACY FINANCIAL SERVICES, INC., INVESTMENT RELATED, FRISCO, TX 75036. INSURANCE SALES - OWNER. START 9-15-04, 7 HOURS PER WEEK OF WHICH 2 HOURS PER WEEK ARE DURING MARKET HOURS. SELL INSURANCE PRODUCTS SUCH AS LTC INS, HEALTH, DISABILITY & LIFE INS, AND FIXED AND FIXED INDEX ANNUITIES. CHRISTOPHER FESS, NOT INVESTMENT RELATED, FRISCO, TX. 2 - RENTAL PROPERTY - OWNER. START 9-15-04, 5 HOURS PER WEEK ALL OF WHICH ARE DURING NON MARKET HOURS. OWN ELEVEN RENTAL HOUSES AND MANAGE THE PROPERTIES. 3 - Baldwin East Equity, LLC and Research Equity, LLC where RR is a passive investor in his brothers out of state real estate corporations. The business is not investment related and the RR spends 0 hours monthly devoted to these businesses. Both businesses are located at 20 North Orange Ave, Orlando FL 32789. 4 - OFFICE RENTAL PROPERTY, C&N 603 BUILDING LLC, LOCATED AT 8668 JOHN KICKMAN RD #603, FRISCO TX 75034. START 5-25-2021, 2 HOURS PER MONTH DURING MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-07 |
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