T.K.M. Financial Services, LLC

Overview

T.K.M. Financial Services, LLC is an independent, individually owned registered investment adviser serving primarily individual and family clients. The firm combines portfolio management with financial planning and educational services, and also operates as an insurance broker and seller of other financial products. Its advisory engagements are compensated through a mix of AUM-based fees, hourly charges, and fixed-fee arrangements. The firm does not present itself as a capital allocator to outside managers and is not an active ESG investor. Services emphasize direct client relationships rather than pension consulting or multi-state institutional advising, and the business appears focused on wealth management for smaller private clients and small businesses.

Assets & Accounts

Public Holdings

Investments & Alternatives