3061 Allied St. Suite B
Green Bay, WI 54304
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KCD carries state registrations for Securities, Insurance & SEC Registered Investment Advisors.
RETAIN YOUR CLIENTS and get a 12% discount offered to all KCD Reps!
Emerald offers newsletters, seminar workbooks and invitations, websites and more. Emerald's "New Retirement" program goes beyond the traditional seminar and helps your representatives reach baby boomers! The New Retirement's powerful format begins with an intriguing dinner "sizzle" seminar that compels participants to attend a series of advanced educational workshops. This is the only retail seminar on the market that gives your representatives the power of a single-evening dinner program combined with the strength of a multi-evening event.
or visit www.emeraldconnect.com
To order, call an Emerald Marketing Consultant at 800-233-2834.
KCD Partners To Support Your Total Business
KCD has partnered with select Field Marketing Organizations (FMO) that offer you support in building your total business. Although KCD does not necessarily wish to promote non-securities products, we clearly recognize it can be an important part of your client's portfolio ... and isn't that really what's most important? Please feel free to contact the KCD home office for additional information.
Educational Tools for 529 Plans
These tools are provided by FINRA to aid you in analyzing and comparing the tax advantages of state sponsored plans and the necessary client education and disclosures you need to cover when writing 529 Plans in the clients' home state or other states. Please review these valuable documents before writing 529 business.
Download Our Compliance Manual in PDF form
Including:
Anti Money Laundering
Business Continuity Planning
RIA Manual
Supervisory Control Procedures
Written Supervisory Procedures