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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does KCD Financial have?","answer":"KCD Financial has 27 investment adviser representatives registered with state securities authorities, out of 29 employees, and 27 perform investment advisory functions. 24 employees are registered representatives of a broker-dealer and 28 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does KCD Financial invest in?","answer":"At the end of its last fiscal year, KCD Financial’s separately managed accounts held 61% exchange-traded equities, 25% pooled vehicles (private funds and similar), 7% cash and equivalents, 4% non-exchange-traded equities and 3% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns KCD Financial?","answer":"KCD Financial is owned through a holding company by Joel Reid Blumenschein. Its direct owners are Henry Carl IV Prange (10% to 25%) and Freedom Securities, Inc. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 11 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does KCD Financial get paid?","answer":"KCD Financial is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact KCD Financial?","answer":"KCD Financial’s main office is at 3061 Allied Street, Suite B, Green Bay, WI 54304. Its phone number is 920-347-3400. 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