Benjamin Adam Kopen
Investment adviser representative at Kcd Financial, Inc.
10 yearsExperience
23 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
10 years in the industry.
- Kcd Financial, Inc.Aug 2024 to now
- Guided Financial AdvisorsAug 2024 to now
- Orlando Utilities CommissionMay 2023 to Aug 2023
- Nj LendersMay 2022 to Aug 2022
- Nj LendersMay 2021 to Aug 2021
- Rollins CollegeSep 2020 to Sep 2024
- Nj LendersJun 2020 to Aug 2020
- James Caldwell High SchoolSep 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 23 states (AL, AZ, CA, CO, CT, FL, IL, IN, KY, LA, MD, MN, NC, NJ, NM, NV, NY, OH, PA, SC, TX, UT, VA).
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
- 7971803
- Firm CRD
- 127473