Joel Reid Blumenschein
Investment Adviser Representative at KCD FINANCIAL, INC.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Up to $100,000 | 2.50% |
| $100,000 to $500,000 | 1.50% |
| $500,000 to $1,000,000 | 0.75% |
| Above $1,000,000 | 0.50% |
Firm-stated minimum; may be waived at the firm's discretion.
KCD Financial, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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