KDI Wealth Management Employee Directory

Financial ServicesArizona, United States11-50 Employees

KDI Wealth Management has been providing the guidance you need to help you pursue your goals since 2005.

We offer you a wide range of financial planning and investment strategies. Our primary focus is always on you. We provide exceptional service and personal attention. We seek to identify your uniqueness, so everything we do is committed to meeting your specific values and life goals. Our success comes from helping you get where you want to be in life. Working in partnership, we provide options and seek solutions with you, not for you.

Solving problems. Helping you clarify your goals. Freeing up your time so you can do what you want to do. This is our purpose.  Peer-to-peer advising to make your wealth feel effortless.

Check the background of your financial professional on FINRA's BrokerCheck. 

Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC (Kestra IS). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS). KDI Wealth Management, Bluespring Wealth Partners, LLC, Kestra IS and Kestra AS are affiliated through common ownership by Kestra Holdings. Investor Disclosures: https://www.kestrafinancial.com/disclosures.   

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 
https://www.kestrafinancial.com/disclosures

KDI Wealth Management
8901 E Pima Center Pkwy, Ste 205
Scottsdale, AZ 85258

Find KDI Wealth Management employees' phone numbers or email addresses

KDI Wealth Management Global Highlights

Location
Employees

North America
16

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  • United States Of America
    16

KDI Wealth Management's Leadership

  • Stylized image of a person
    C. D.
    President, Wealth Advisor
    Phone icon
  • Stylized image of a person
    K. D.
    President, Owner
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  • Stylized image of a person
    K. D.
    Aif®, Aams®, Crps®, Cpfa®, Cepa® Ceo / Wealth Advisor
    Phone icon
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    D. B.
    Manager
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  • Stylized image of a person
    N. C.
    Manager
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  • Stylized image of a person
    D. J.
    Associate Advisor
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  • Stylized image of a person
    P. B.
    Investment Advisor
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  • Stylized image of a person
    P. K.
    Client Experience Administrator
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Contact profiles from KDI Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. D.
    President, Wealth Advisor
    Phone icon
    United StatesArizona
    Sep 11, 2025
  • Stylized image of a person
    K. D.
    Aif®, Aams®, Crps®, Cpfa®, Cepa® Ceo / Wealth Advisor
    Phone icon
    United StatesArizona
    Mar 11, 2025
  • Stylized image of a person
    K. D.
    President, Owner
    Phone icon
    United StatesArizona
    May 27, 2025
  • Stylized image of a person
    D. B.
    Manager
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    N. C.
    Manager
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    D. J.
    Associate Advisor
    Phone icon
    Jun 02, 2025
  • Stylized image of a person
    P. B.
    Investment Advisor
    Phone icon
    United StatesArizona
    Jul 29, 2024
  • Stylized image of a person
    P. K.
    Client Experience Administrator
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    S. K.
    Integrator, Associate Advisor
    Phone icon
    United StatesArizona
    Sep 17, 2024
  • Stylized image of a person
    H. O.
    Aif® Financial Advisor
    Phone icon
    United StatesArizona
    Oct 22, 2025

Frequently Asked Questions

What is KDI Wealth Management known for?

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KDI Wealth Management was founded in 2005 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore KDI Wealth Management's company overview page for more information.

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

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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?

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KDI Wealth Management has approximately 12 employees as of December 2025. These team members are located across 1 continents, including North America.

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

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As of December 2025, KDI Wealth Management's key employees include:

  • President, Wealth Advisor: C. D.
  • President, Owner: K. D.
  • Aif®, Aams®, Crps®, Cpfa®, Cepa® Ceo / Wealth Advisor: K. D.
  • Manager: D. B.
  • Manager: N. C.

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