T.K.M. FINANCIAL SERVICES, LLC

Overview

T.K.M. Financial Services, LLC is an independent registered investment adviser organized as an LLC that focuses on serving individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with insurance and other financial product distribution, and it runs educational seminars and workshops as part of its client-facing activities. Fee arrangements are flexible—clients can be billed as a percentage of assets under management, or on hourly or fixed-fee bases—allowing the firm to accommodate both ongoing advisory relationships and project-based planning work. Investment activity tilts toward public equities: the firm shows a clear preference for exchange-traded equities as its primary allocation. Portfolios are custodied at Charles Schwab & Co., Inc., and the firm operates discretionary strategies for its clients. T.K.M. Financial Services does not identify as an active ESG investor and is structured to serve a relatively concentrated book of individual and family accounts rather than institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices