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Luke O
Series 66
Orlando, FL
KCD Financial, Inc.
Luke Ober is a financial advisor at KCD Financial, Inc. in Orlando, FL, holding a Series 66 credential. He has been with KCD Financial and affiliated firms since 2026. Prior to his advisory role, he held various positions including at Universal Studios Orlando and The Walt Disney Company. KCD Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer with 38 advisors and approximately $202 million in regulatory assets under management. The firm serves individuals, corporate pension and profit-sharing plans, and charitable organizations, offering asset management, financial planning, and access to third-party management programs with strategies tailored to clients’ goals and risk tolerance.
Mohd Umer Alimohmed K
Series 65
Orlando, FL
KCD Financial, Inc.
Mohd Umer Alimohmed Khatri is an advisor at KCD Financial, Inc. with a Series 65 credential and one year of industry experience. He has previously worked at Guided Financial Advisors, IRS, and Clark University, and spent ten years at A.T. Khatri & Co. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in assets. The firm serves individuals, including high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations, offering asset management, financial planning, and access to third-party management programs.
Benjamin K
Series 66
Orlando, FL
KCD Financial, Inc.
Benjamin Kopen is a financial advisor at KCD Financial, Inc. with one year of industry experience. He holds a Series 66 designation and has worked at KCD Financial, Guided Financial Advisors, and the Orlando Utilities Commission. Prior to his advisory roles, he was employed at NJ Lenders and has teaching experience at Rollins College and James Caldwell High School. KCD Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers asset management, financial planning, and portfolio appraisal services, utilizing a range of investment strategies and third-party management programs.
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