David
Bernarde
Kcd Financial, Inc
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About this Advisor
David Bernarde is a financial advisor based in Depere, Wisconsin, working with Kcd Financial, Inc. David has previously held positions at Kcd Financial, Inc and Benefits Plus. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Wisconsin. Currently, David is part of Kcd Financial, Inc, which operates out of Depere, Wisconsin. The firm has 15 offices and 46 employees. The firm manages assets totaling $175.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Kcd Financial, Inc includes asset-based, hourly, fixed, and other fees.
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Kcd Financial, Inc Brokerage Details
$175,100,000
46
697
$251,220
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
David Bernarde Work History
Kcd Financial, Inc
Benefits Plus
Disclosures
Please visit the SEC profile of David Bernarde 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
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Naperville, IL
Green Bay, WI
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Green Bay, WI
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
