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- Custodian
- Hilltop Securities · LPL Financial · SEI · Trade-PMR
- Clients
- Retail
- Platforms
- Prime primeFocus delta
- Established Date
- 10-13-2003
- Office Locations
- 28
Office Locations
About KCD Financial, Inc.
KCD Financial is an independently owned broker-dealer and RIA supporting independent financial planners nationwide with practice-building tools, onboarding, and ongoing guidance. The platform supports planning-led advice including portfolio construction, asset allocation, insurance, and tax/estate planning, with portfolios that commonly use ETFs and alternative/private funds. Notable for high-touch, one-on-one support for representatives.
Team overview
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Owner & Executives
HENRY CARL PRANGE IV
--
- CRD
- #2847753
- Ownership
- 10% but less than 25%
JOEL REID BLUMENSCHEIN
President
- CRD
- #1372334
- Ownership
- Less than 5%
Optima oak
Ember zenith pathway
- CRD
- #63132
- Ownership
- 9.2%
Showing 2 of 3 owners & executives
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DAVID MICHAEL ANDERSEN
Owner
- CRD
- #2425964
DAVID JON BERNARDE
Advisor, Owner
- CRD
- #1652878
Ember eagle
Value wave beacon
- CRD
- #59052
Showing 2 of 56 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $202,092,404 | $160,518 |
| Non-Discretionary | $0 | -- |
| Total | $202,092,404 | $160,518 |
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Separately Managed Accounts
Total SMA Asset: $202,092,404
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $304,442,854 | 9.2% |
| Private Funds | $916,637,722 | 27.7% |
| Cash | $1,012,603,404 | 30.6% |
| Equity - OTC | $665,141,452 | 20.1% |
| U.S. Government/Agency | $410,336,020 | 12.4% |
| Total | $3,309,161,452 | 100.0% |