AdFi
MA

Michael A Dancey

Investment Adviser Representative at KCD FINANCIAL, INC.

Wilmette, ILCRD #1543745Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
States Registered
2 states
Exams Passed
5

Professional summary

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

Michael A. Dancey has worked in the securities industry since 2024. They are registered to provide investment advisory services in Illinois and Oregon.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
IllinoisOregon
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/3/2025
Series 63
Uniform Securities Agent State Law Examination
Passed 5/16/2000
Series 3
National Commodity Futures Examination
Passed 6/28/2010
Series 7
General Securities Representative Examination
Passed 2/15/2000
Series 30
NFA Branch Manager Examination
Passed 11/26/2014

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
3/3/2026Wilmette, IL
CROWN CAPITAL INVESTMENTS LLC
6/9/201112/31/2012Chicago, IL
CROWN CAPITAL INVESTMENTS LLC
6/9/201112/31/2011Chicago, 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. Michael A Dancey 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.

Michael A Dancey - Financial Advisor in Wilmette, IL | AdvisorFinder