Robert
Rivera
Kcd Financial, Inc
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About this Advisor
Robert Rivera is a financial advisor operating in Green Bay, Wisconsin who has 4 years of relevant experience. Rivera works at Kcd Financial, Inc. Their career trajectory has included roles at U & I Movers Express, Capital Credit Union, Prime Lending, Accent Business Solutions, Central Financial States, Kcd Financial Inc and Cetera Advisor Networks LLC. Rivera maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to work in Wisconsin. Kcd Financial, Inc is a registered investment company operating out of Green Bay, WI. The firm has offices in 17 locations and a total of 44 people on staff. It manages $124 million in assets between its 681 customer accounts, making it one of the mid-sized investment 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 offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees usually are based on which service is provided. However, fees charged by Kcd Financial, Inc likely are comprised 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
Robert Rivera Work History
Robert has been registered as a financial advisor for 4 years.*
Kcd Financial Inc
Central Financial States
Cetera Advisor Networks LLC
U & I Movers Express
Capital Credit Union
Prime Lending
Accent Business Solutions
*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 Robert Rivera 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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