Brett
Frum
Kcd Financial, Inc
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About this Advisor
Brett Frum is a financial advisor who works in Green Bay, Wisconsin who has 1 year of industry experience. Frum is on the advisory team at Kcd Financial, Inc. During their career, Frum has held roles at Mbsc Securities Corporation, Bic Distributors, LLC, Stratera Holdings LLC, Aei Securities, Inc, Aei Fund Management, Inc, Nelson Partners Student Housing, LLC and Patrick Capital Markets. Frum holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Minnesota. Kcd Financial, Inc is an advisory company headquartered in Green Bay, WI. The company has offices in 17 locations and a total of 44 people on staff. It manages $124 million in assets under management across its 681 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 681 customer accounts, just 2% are associated with high-net-worth investors who have greater than $1 million in investable assets. Kcd Financial, Inc performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules usually depend on the financial services offered. Fee types billed by Kcd Financial, Inc likely consist of any combination 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
Brett Frum Work History
Brett has been registered as a financial advisor for 1 years.*
Aei Securities, Inc
Aei Fund Management, Inc
Nelson Partners Student Housing, LLC
Patrick Capital Markets
Bic Distributors, LLC
Stratera Holdings LLC
Mbsc Securities Corporation
*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 Brett Frum 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
Naperville, IL
Green Bay, WI
Green Bay, WI
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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