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David Scott Wilson

Investment Adviser Representative at KCD FINANCIAL, INC.

Green Bay, WICRD #1895701Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
35 yrs
States Registered
27 states
Exams Passed
7

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

David Scott Wilson has worked in the securities industry since 1991. They are registered to provide investment advisory services in 27 U.S. states.

Registrations & licenses

Registration type
Dual-registered
Registered in 27 states
ArkansasCaliforniaColoradoDistrict of ColumbiaFloridaIdahoIllinoisIndianaLouisianaMichiganMinnesotaMissouriMontanaNebraskaNevadaNew HampshireNew MexicoNorth CarolinaOhioPennsylvaniaPuerto RicoSouth DakotaTexasUtahWashingtonWest VirginiaWisconsin
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/16/1998
Series 63
Uniform Securities Agent State Law Examination
Passed 2/2/1990
Series 52
Municipal Securities Representative Examination
Passed 9/19/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 12/17/1988
Series 53
Municipal Securities Principal Examination
Passed 2/22/2013
Series 24
General Securities Principal Examination
Passed 10/11/1993

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Up to $100,0002.50%
$100,000 to $500,0001.50%
$500,000 to $1,000,0000.75%
Above $1,000,0000.50%
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

KCD Financial, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

KCD FINANCIAL, INC.Current
1/2/2013Green Bay, WI
MML INVESTORS SERVICES, LLC
3/1/20121/7/2013Neenah, WI
AMERIPRISE FINANCIAL SERVICES, INC.
8/9/201110/17/2011Belvidere, IL

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Scott Wilson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

David Scott Wilson - Financial Advisor in Green Bay, WI | AdvisorFinder