LPL Financial
40yrs
Top advisor by experience in Broomfield
26yrs
Based in Broomfield, Colorado, Daniel Rust is a fiduciary financial advisor with 26 years of industry experience. Daniel has been with KCD Financial since 2007; before that, Daniel spent a year at Osaic Services and a year at Sunamerica Securities. KCD Financial offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 133 advisors with offices in Broomfield, and one of 126 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 11% by experience in Broomfield
OfficeBroomfield, CO
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 ?2 states
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
- 2007 – nowKCD Financial, Inc.Current firm
- Oct 2005 – Dec 2006Osaic Services, Inc.Previously
- Feb 2005 – Oct 2005Sunamerica Securities, Inc.Previously
Contact Daniel
(920) 347-3400Firm headquarters in Green Bay, WI. Ask for Daniel. Broomfield, COOffice · Get directions Firm websiteHTTP://WWW.KCDFINANCIAL.COMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Daniel
Tailored to Daniel’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call KCD Financial at (920) 347-3400 and ask for Daniel Rust. Daniel works from the Broomfield, CO office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2000, about 26 years. Top 11% by experience in Broomfield.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
KCD Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Daniel 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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