Harbour Investments
44yrs
Top advisor by experience in Green Bay
34yrs
Edward Spaulding has worked in the financial industry for 34 years and is a fiduciary financial advisor based in Green Bay, Wisconsin. After 17 years at Pgim Investments and two years at J. & W. Seligman & Co., Edward joined KCD Financial in 2024, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 473 advisors with offices in Green Bay, and one of 429 fiduciaries.
At a glance
Experience34 years (since 1992)
How that compares ?Top 9% by experience nationwide
Office3061 Allied Street Suite B, Green Bay, WI 54304
FirmKCD Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$160,774
Advisors at the firm38
States licensed ?1 state
Services through KCD Financial
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowKCD Financial, Inc.Current firm
- 2005 – 2022Pgim Investments LLCPreviously
- May 2000 – Apr 2002J. & W. Seligman & Co. IncorporatedPreviously
Contact Edward
(920) 347-3400KCD Financial main office 3061 Allied Street Suite BGreen Bay, WI 54304Office · Get directions Firm websiteHTTP://WWW.KCDFINANCIAL.COM
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Questions to ask Edward
Tailored to Edward’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Edward
How do I contact Edward?
Call KCD Financial at (920) 347-3400 and ask for Edward Spaulding. Edward works from the Green Bay, WI office.
How long has Edward been a financial advisor?
Edward has been in the industry since 1992, about 34 years. Top 9% by experience nationwide.
What licenses does Edward hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Edward a fiduciary?
Edward is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Edward paid?
KCD Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Edward for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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