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Krm Financial Planning & Wealth Management, LLC

● SEC registered since 2026CRD 338738SEC# 801-135064St. Charles, IL
Export (members)
Reg. AUM
—
Employees
3
Accounts
—
Location
St. Charles, IL

Krm Financial Planning & Wealth Management, LLC assets under management

Krm Financial Planning & Wealth Management, LLC operates as an SEC-registered investment adviser based in St. Charles, IL. The firm has been registered since 2026. It employs 3 people.
krmfinancial.comView on SEC.gov ↗

Krm Financial Planning & Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Kraig Richard Mickelsen ControlLlc MemberOver 75%2025
Robert Matthew Sweas ControlChief Compliance Officer10-25%2025

Frequently asked questions

How many employees does Krm Financial Planning & Wealth Management, LLC have?

Krm Financial Planning & Wealth Management, LLC reports 3 employees.

Where is Krm Financial Planning & Wealth Management, LLC located?

Krm Financial Planning & Wealth Management, LLC is based in St. Charles, IL and has been SEC-registered since 2026.

Does Krm Financial Planning & Wealth Management, LLC disclose fund performance?

Krm Financial Planning & Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address555 S. Randall Road, Suite 202, St. Charles, IL 60174
Phone630-377-8760
Fax630-377-8769
Office hours8a.m. - 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo