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3061 Allied Street Suite B, Green Bay, WI 54304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-06-29 |
| SC | RA | APPROVED | 2026-03-25 |
| PA | RA | APPROVED | 2026-03-19 |
| CA | RA | APPROVED | 2026-03-18 |
| NJ | RA | APPROVED | 2026-03-18 |
| NY | RA | APPROVED | 2026-03-18 |
| FL | RA | APPROVED | 2025-01-01 |
| IL | RA | APPROVED | 2012-11-26 |
Branch Locations
3061 Allied Street Suite B, Green Bay, WI 54304 • United States
7660 Plaza Court, Willowbrook, IL 60527 • 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 |
|---|---|---|---|---|
| Self Employed | Oak Brook | IL | 06/2011 | Present |
| Kcd Financial, Inc. | Oak Brook | IL | 11/2012 | Present |
PATTY TIPTON, INVESTMENT RELATED, 7660 PLAZA CT, WILLOWBROOK ,IL 60527. INSURANCE SALES - AGENT. START 11/2012 - 10 HOURS PER WEEK DURING REGULAR MARKET HOURS AND 10 HOURS PER WEEK DURING NON-MARKET HOURS. SALE OF FIXED ANNUITIES, LIFE INSURANCE, LONG-TERM CARE, AND DISABILITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-10 |
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