Regina Unger
Investment adviser representative at Kcd Financial, Inc.
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- Kcd Financial, Inc.Jan 2024 to now
- American Amicable Life InsuranceAug 2023 to now
- Americo Financial Life and AnnuityAug 2023 to now
- Gerber Life InsuranceJun 2023 to now
- Clear Springs Life InsuranceMay 2023 to now
- Lincoln FinancialMay 2023 to now
- National Life Insurance CompanyMay 2023 to now
- Oceanview Life InsuranceMay 2023 to now
- Prudential Life InsuranceMay 2023 to now
- TransamericaMay 2023 to now
- Assurity Life InsuranceMar 2023 to now
- Protective Life Insurance CompanyNov 2019 to now
- Symetra Life InsuranceMar 2019 to now
- Medical MutualNov 2017 to now
- United HealthcareJul 2017 to now
- American NationalDec 2014 to now
- North American Co. Life & Health InsuranceJul 2013 to now
- Allianz Life Insurance Co.Jan 2013 to now
- Kcd Financial IncJun 2018 to May 2019
- Gameplan FinancialJan 2017 to Dec 2023
- Roster FinancialSep 2014 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 2 states (IN, OH).
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
- 4128373
- Firm CRD
- 127473