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3061 Allied Street Suite B, Green Bay, WI 54304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-07-14 |
| NC | RA | APPROVED | 2026-04-10 |
| NV | RA | APPROVED | 2026-02-25 |
| IL | RA | APPROVED | 2026-02-24 |
| NY | RA | APPROVED | 2026-02-24 |
| SC | RA | APPROVED | 2026-02-24 |
| CA | RA | APPROVED | 2025-03-24 |
| FL | RA | APPROVED | 2016-10-04 |
| MI | RA | APPROVED | 2010-01-26 |
Branch Locations
3061 Allied Street Suite B, Green Bay, WI 54304 • United States
24255 W. Thirteen Mile Road Suite 270, Bingham Farms, MI 48025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kcd Financial, Inc. | Bingham Farms | MI | 06/2007 | Present |
1-H & B FINANCIAL GROUP, INC., INVESTMENT RELATED, 24255 W. 13 MILE ROAD, STE. 270, BINGHAM FARMS, MI. INSURANCE SALES. PARTNER. START 6-1-07. HOURS VARY BASED ON CLIENT NEED--SOME DURING MARKET HOURS. 2-FIXED INSURANCE & EQUITY INDEXED ANNUITIES. LIFE & DISABILITY INSURANCE, LTC. BURGDORF FINANCIAL SERVICES, INC. DBA PRIVATE ASSET MANAGEMENT, INVESTMENT RELATED, MILFORD, MI 48380. FINANCIAL PLANNING AND INVESTMENT MANAGEMENT, OWNER. START 6-1-07, 45 HOURS PER WEEK OF WHICH 40 HOURS PER WEEK ARE DURING MARKET HOURS. ASSIST CLIENTS WITH FINANCIAL PLANNING AND INVESTMENT MANAGEMENT. 3-Started 10-22-2015 Not Investment Related - Cedar River Technologies/Waggle IOT. Assist with marketing and business development functions. Market hours 10 hours per week. Non market hours 15-20 hours per week, voluntary, not compensated.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-08 |
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