Regina
Unger
Kcd Financial, Inc
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About this Advisor
Regina Unger is a financial advisor based in Green Bay, Wisconsin, working with Kcd Financial, Inc. Regina has previously held positions at Roster Financial, Medical Mutual, North American Co. Life & Health Insurance, United Healthcare, American National, Allianz Life Insurance Co, Gameplan Financial, Kcd Financial Inc, Protective Life Insurance Company, Symetra Life Insurance, Assurity Life Insurance, Transamerica, Prudential Life Insurance, Oceanview Life Insurance, National Life Insurance Company, Lincoln Financial, Clear Springs Life Insurance, Gerber Life Insurance, Americo Financial Life And Annuity, and American Amicable Life Insurance. Regina has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Ohio. Currently, Regina 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
Regina Unger Work History
Kcd Financial Inc
Assurity Life Insurance
Transamerica
Prudential Life Insurance
Oceanview Life Insurance
National Life Insurance Company
Lincoln Financial
Clear Springs Life Insurance
Gerber Life Insurance
Americo Financial Life And Annuity
American Amicable Life Insurance
Protective Life Insurance Company
Symetra Life Insurance
Medical Mutual
United Healthcare
American National
North American Co. Life & Health Insurance
Allianz Life Insurance Co
Kcd Financial Inc
Gameplan Financial
Roster Financial
Disclosures
Please visit the SEC profile of Regina Unger 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
Green Bay, WI
Naperville, IL
Green Bay, WI
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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