Robert Luis Rivera
Investment adviser representative at Kcd Financial, Inc.
11 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
11 years in the industry.
- Kcd Financial, Inc.Feb 2019 to now
- Cetera Advisor Networks LLCAug 2018 to Feb 2019
- Central Financial StatesJan 2018 to Feb 2019
- U & I Movers ExpressJun 2017 to Feb 2019
- Capital Credit UnionNov 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 4136487
- Firm CRD
- 127473