KRM Financial Planning & Wealth Management, LLC

EST. AUM
$211,482,938

CONTACTS
2

CLIENT ACCOUNTS
516

Firm Details

Metro area Chicago
CRD Number 338738
Website krmfinancial.com
Client types

Overview

KRM Financial Planning & Wealth Management ("KRM") is an SEC-registered investment adviser based in St. Charles, Illinois. Owned by Kraig R. Mickelsen and Robert M. Sweas, the firm provides comprehensive asset management and financial planning services primarily to high-net-worth individuals, trusts, and pension plans. KRM utilizes a "Partner for Life's Transitions" approach, specializing in guiding clients through significant life events such as retirement, divorce, or the loss of a spouse. The firm operates as a fiduciary, offering both discretionary investment management and ad-hoc financial consulting.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

KRM Financial Planning & Wealth Management, LLC

Platform Details

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