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Experience

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Employer Years Dates
Finra Board of Governors 1 year, 9 months Aug 2010 - May 2012
Kcd Financial Inc 10 years Apr 2010 - Present
Freedom Investors Corp 17 years, 7 months Sep 2002 - Present
Ez Stocks, Inc. 12 years Aug 2000 - Aug 2012

Designations & Memberships

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Articles and Answers

Insights by Joel Blumenschein

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Answers

Ask a financial questionAsk a question
How do I find out if I had a 401k plan from my previous employer?
Hopefully you found your answer by now but if you did not, go back and look at your Tax records from the time you worked there. On your Tax forms W2 specifically, look for box 12 and 13 if there is a check in 13 then go back to 12 which will have a code and more than likely an amount that was contri...  (more)
Answered Dec 2015
How do i know how much money i have in my 401k?
Joseph, Like Michael said you should have statements. But, If you are like me and happen to have a 401K whose trustee is no longer in business then the problem is a little more complex. The best place to start is a statement. Look for your Investment representative's name and firm. If you cannot fin...  (more)
Answered Dec 2015
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      8
    • as of date
      Sep 5, 2019
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      2
    • as of date
      Sep 5, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Kcd Financial, Inc.

    Last updated on March 11, 2020
      • $109.5M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 430
        Accounts
      • $254.7K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Other