Company Information

Get to know KB Financial Companies, LLC

KB Financial Companies, LLC is a Wisconsin-based financial services firm dedicated to helping clients build and protect their assets. The company provides a comprehensive suite of services including retirement planning, estate planning, asset protection strategies, tax minimization, and various insurance solutions like long-term care. Their approach centers on creating holistic financial plans to help clients achieve their long-term financial goals and ensure wealth preservation for future generations. The firm's advisory services are offered through its SEC-registered affiliate, KB Financial Advisory Services, LLC.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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KB Financial Companies, LLC

United States

Founded in

1983 (43 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.