KL FINANCIAL LLC
Firm details
- Headquarters
- PALMETTO, Georgia
- CRD number
- 305309
- Fee structure
- Hourly Charges
- Services
- Financial PlanningEducational Seminars / Workshops
Firm profile
FINTRXOverview
Kl Financial LLC operates as an independent registered investment advisor, primarily focusing on providing financial planning services and educational seminars. The firm is structured as a limited liability company and is owned by an individual. Kl Financial LLC caters to individuals and families, offering tailored financial advice and planning solutions. The firm does not engage in capital allocation or act as a pension consultant, and it is not classified as a multi-state adviser.
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
Owners & executives
1 of 1Kimberly Lowery
President, CEOCRD 7165610
Contacts
1 of 1John Lowery
MemberCRD 7165591
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PALMETTO, GA
FULTON
Location
PALMETTO, GA
Headquartered in PALMETTO, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 636 Main St
- Time zone
- ET (UTC-5)
- Office locations
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