Best Investors Account Sign in
Current Employers
Kcd Financial, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-29
  • FL RA
    APPROVED
    Since 2026-07-29

Branch Locations

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

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

100 E. Pine Street Suite 110, Orlando, FL 32801 • 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
Kcd Financial Inc Green Bay WI 06/2026 Present
Guided Financial Advisors Orlando FL 01/2026 Present
Unemployed Davenport FL 11/2025 12/2025
Bam Carmel IN 03/2025 10/2025
Unemployed Brownsburg IN 12/2024 02/2025
The Walt Disney Company Bay Lake FL 01/2024 11/2024
Indiana Wesleyan University Marion IN 08/2019 04/2023
Fedex Whitestown IN 05/2021 06/2021
Old Navy Avon IN 05/2019 08/2019
Universal Studios Orlando Orlando FL 04/2026 Present
Unemployed Brownsburg IN 05/2023 01/2024
Student Brownsburg IN 08/2004 04/2019
  • 06/2026 → Present
    Green Bay, WI
  • 01/2026 → Present
    Guided Financial Advisors
    Orlando, FL
  • 11/2025 → 12/2025
    Unemployed
    Davenport, FL
  • 03/2025 → 10/2025
    Bam
    Carmel, IN
  • 12/2024 → 02/2025
    Unemployed
    Brownsburg, IN
  • 01/2024 → 11/2024
    The Walt Disney Company
    Bay Lake, FL
  • 08/2019 → 04/2023
    Indiana Wesleyan University
    Marion, IN
  • 05/2021 → 06/2021
    Fedex
    Whitestown, IN
  • 05/2019 → 08/2019
    Old Navy
    Avon, IN
  • 04/2026 → Present
    Universal Studios Orlando
    Orlando, FL
  • 05/2023 → 01/2024
    Unemployed
    Brownsburg, IN
  • 08/2004 → 04/2019
    Student
    Brownsburg, IN
Other Businesses

Name: GUIDED FINANCIAL ADVISORS/GUIDED FINANCIAL INSURANCE, NON-INVESTMENT RELATED, 700 S. ROSEMARY AVE. SUITE 204, WEST PALM BEACH, FL 33401 (HEADQUARTERS), BUSINESS INCLUDES BUT IS NOT LIMITED TO FIXED/INSURANCE BUSINESS, POSITION/TITLE: CONSULTANT/ASSOCIATE, RELATIONSHIP: CONTRACTED, START DATE: 5/18/2025, HOURS/MONTH: 20-25 (5 HOURS/WK DURING TRADING HOURS), DUTIES: ASSIST WITH INSURANCE OFFERINGS. NAME: UNIVERSAL STUDIOS ORLANDO, NON-INVESTMENT RELATED, 1000 UNIVERSAL STUDIOS PLAZA, ORLANDO, FL 32819, PART TIME ASSISTANCE WITH PATRONS AND RIDE ATTRACTIONS, POSITION/TITLE: ATTENDANT, RELATIONSHIP: EMPLOYEE, START DATE: 4/6/2026, HOURS/MONTH: 25-30 (6-8 HRS 1 X PER WEEK, TYPICALLY ON WEEKENDS), DUTIES: ASSIST WITH ATTRACTIONS AND PATRONS NEEDS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-13
  • S66 Uniform Combined State Law Examination
    2026-02-13

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Green Bay, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor