KAMKO FINANCIAL
Firm details
- Headquarters
- APPLETON, Wisconsin
- CRD number
- 334470
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Kamko Financial operates as a limited liability company focused on providing financial planning services and portfolio management for individuals and small businesses. The firm emphasizes a personalized approach to investment management, catering to the unique needs of its clients. As a capital allocator, Kamko Financial selects external advisers and allocates funds to various investment strategies, ensuring a diversified approach to wealth management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Kameron Koehler
Managing MemberCRD 6615871
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
APPLETON, WI
OUTAGAMIE
Location
APPLETON, WI
Headquartered in APPLETON, WI, anchoring the Appleton-Oshkosh-Neenah, WI metro in the Midwest.
- Metro area
- Appleton-Oshkosh-Neenah, WI
- Region
- Midwest
- County
- OUTAGAMIE
- Address
- 4321 W College Ave
- Time zone
- CT (UTC-6)
- Office locations
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