Brett Michael Frum
Investment adviser representative at Kcd Financial, Inc.
12 yearsExperience
1 stateRegistered in
$202.1MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Kcd Financial, Inc.Mar 2026 to now
- Aei Fund Management, Inc.Feb 2021 to now
- Aei Securities, Inc.Feb 2021 to now
- UnemployedJun 2019 to Feb 2021
- Patrick Capital MarketsJul 2018 to May 2019
- Nelson Partners Student Housing, LLCMay 2018 to May 2019
- Stratera Holdings LLCJun 2014 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (MN).
Kcd Financial, Inc.
$202.1MAssets managed
1,257Clients
38Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2175253
- Firm CRD
- 127473