Robert Rivera (CRD# 4136487) is an Investment Advisor Representative working at Kcd Financial, Inc. in Green Bay, WI and has over 23 years of experience in the finance industry.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 4997609
Advisors Management Group Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Kcd Financial Inc. | Green Bay, WI | Feb 2019 - Current | 5 |
Cetera Advisor Networks LLC | El Segundo, CA | Aug 2018 - Feb 2019 | < 1 |
Central Financial States | Green Bay, WI | Jan 2018 - Feb 2019 | 1 |
U & I Movers Express | Green Bay, WI | Jun 2017 - Feb 2019 | 1 |
Capital Credit Union | Green Bay, WV | Nov 2015 - May 2017 | 1 |
Unemployed | Green Bay, WI | Sep 2015 - Nov 2015 | < 1 |
Prime Lending | Green Bay, WI | Dec 2014 - Aug 2015 | < 1 |
Accent Business Solutions | Green Bay, WI | Jul 2012 - Nov 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2000 |
S66 | NASAA Uniform Combined State Law Examination | Oct 2018 |
- WI
-
Total Assets Under Management175MILLIONS
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Total Number of Accounts697ACCOUNTS
-
Average Account Value$251,220
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, KY, MA, MD, MI, MN, MO, NE, NY, OH, PA, TX, VA, WA, WI, WY
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