Hitting a Wall at Your Wirehouse?
Build a Business With Support From a Broker-Dealer That Invests in Your Growth
Support That Works as Hard as You Do
Financial representatives at larger wirehouse firms are expected to do it all: you’re prospecting, managing clients, navigating compliance, and hitting quotas, all while operating within rigid systems that limit your autonomy and earning potential. It’s a model that rewards the institution more than the individual.
KCD offers real support, mentorship, and flexibility so you can actually own and grow your book of business. With more freedom, diverse product offerings, and expert compliance support, we don’t just offer a better place to work, but a smarter way to grow.
More Control. More Freedom. More You.
At larger firms, the focus is often on their bottom line, not your personal goals or long-term success. Your growth is limited, and your future often feels out of your hands. At KCD, you aren’t just a number. You own your book, set your direction, and finally earn what you’re worth. We help you move beyond cold calls and quotas into true business ownership—with the freedom, flexibility, and support to build the practice you envisioned.
Support That Moves You Forward
Wirehouse reps are often left to grow their business alone, with minimal resources, rigid processes, and no clear path forward. At KCD, we give you the infrastructure, tools, and hands-on support to help you scale your business and better serve your clients.
Dedicated transition team to make your move seamless and stress-free
Personalized mentorship from experienced advisors who’ve been in your shoes
Robust back-office and compliance support so you can focus on clients, not paperwork
Marketing and targeting tools to help you reach and retain high-value prospects
More control over your client relationships and product offerings
More Products. More Possibilities.
Wirehouses limit what products you can offer—and that limits how well you can serve your clients. At KCD, you get access to alternative investments, flexible product options, and the ability to bring new ideas forward. Plus, with up to 100% payout, we won’t nickel and dime you for doing what’s right for your book.
Explore Our Transition Process
KCD supports you and your business transition through goal alignment, tailored onboarding, and registration assistance, all at your own pace.
See how KCD compares by downloading our handbook.
Interested in Becoming a KCD Representative?
No matter what journey brings you to KCD, we’re here to guide you.
