What departments does KDI Wealth Management have?

KDI Wealth Management has employees across 1 departments including Administrative.

What is the largest department at KDI Wealth Management?

The largest department at KDI Wealth Management is Administrative with 1 employees.

Where are KDI Wealth Management employees located globally?

KDI Wealth Management has employees across 1 continents and 1 countries including United States Of America.

How has KDI Wealth Management's team size changed over time?

KDI Wealth Management's team has grown from approximately 7 to 9 employees based on available data.

KDI Wealth Management Employee Directory

Financial ServicesArizona, United States11-50 Employees

KDI Wealth Management is a financial services firm based in Scottsdale, Arizona, offering financial planning and investment strategies designed to help clients pursue their goals. The practice emphasizes personalized service and seeks to understand each client's unique values and life objectives, operating as a collaborative partner that presents options and works with clients to identify solutions. It frames its approach as a peer-to-peer advisory model intended to streamline wealth management for clients, rather than prescribing a single path. 

Securities are offered through Kestra Investment Services, LLC, and investment advisory services are provided through Kestra Advisory Services, LLC, with both entities affiliated under Kestra Holdings. The firm communicates a focus on a collaborative, client-centered process within the regulatory framework applicable to United States residents and registered representatives.

KDI Wealth Management Global Highlights

North America
16

United States Of America
16

KDI Wealth Management's Leadership

D. B.
Manager
Mobile Phone
Email
N. C.
Manager
Mobile Phone
Email
P. K.
Client Experience Administrator
Mobile Phone
Email

KDI Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from KDI Wealth Management

Name

Title

Contact

Location

Last Update

D. B.
Manager
Mobile Phone
Email
Oct 17, 2024
N. C.
Manager
Mobile Phone
Email
Oct 23, 2024
P. K.
Client Experience Administrator
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is KDI Wealth Management known for?

KDI Wealth Management was founded in 2005 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-928-474-****

. Explore KDI Wealth Management's company overview page for more information.

What is KDI Wealth Management's most common email format?

KDI Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more KDI Wealth Management email formats with LeadIQ.

How many employees does KDI Wealth Management have currently?

KDI Wealth Management has approximately 11 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are KDI Wealth Management's key employees and leadership?

As of July 2026, KDI Wealth Management's key employees include:

Manager: D. B.
Manager: N. C.
Client Experience Administrator: P. K.

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KDI Wealth Management Employee Directory

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