Jennifer
Shammamy
Kcd Financial, Inc
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About this Advisor
Jennifer Shammamy is a financial advisor based in Green Bay, Wisconsin, working with Kcd Financial, Inc. Jennifer has previously held positions at Fabian Wealth Strategies, Inc, H&B Financial Group, and Hoover & Associates. Jennifer has passed the Series 65 regulatory exam and is registered to provide services in Michigan. Currently, Jennifer is part of Kcd Financial, Inc, which operates out of Green Bay, 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.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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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
Jennifer Shammamy Work History
H&B Financial Group
Hoover & Associates
Fabian Wealth Strategies, Inc
Disclosures
Please visit the SEC profile of Jennifer Shammamy 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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Green Bay, WI
The content in this profile was updated by SmartAsset on 6/19/2024. 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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