Nicholas
Sowers
Kcd Financial, Inc
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About this Advisor
Nicholas Sowers is a financial advisor based in Green Bay, Wisconsin with 1 year of relevant experience. Sowers is on the advisory team at Kcd Financial, Inc. During their career, Sowers has held roles at Purshe Kaplan Sterling Investments, Inc, Mickool, Inc, Carillon Green, Franklin Manor, Enterprise Holdings, Chrilo, Orlando City Soccer Club, Ifs Securities Inc, Florida Financial Advisors, Trinity Wealth Securities L.L.C and Trinity Wealth Securities, LLC. Sowers maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Florida. Kcd Financial, Inc is an advisory company based in Green Bay, WI. It has offices in 17 locations and a total of 44 advisors. It oversees $124 million in assets across its 681 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 681 customer accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in investable assets. The company performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fees billed by Kcd Financial, Inc most likely are comprised of any blend of asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kcd Financial, Inc Brokerage Details
$123,844,687
44
681
$181,857
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Nicholas Sowers Work History
Nicholas has been registered as a financial advisor for 1 years.*
Trinity Wealth Securities, LLC
Florida Financial Advisors
Trinity Wealth Securities L.L.C
Ifs Securities Inc
Purshe Kaplan Sterling Investments, Inc
Mickool, Inc
Carillon Green
Franklin Manor
Enterprise Holdings
Chrilo
Orlando City Soccer Club
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nicholas Sowers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kcd Financial, Inc
Green Bay, WI
Green Bay, WI
Green Bay, WI
Green Bay, WI
Naperville, IL
Green Bay, WI
Green Bay, WI
Green Bay, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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