# KRM FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC

KRM FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC of ST. CHARLES, IL is an SEC-registered investment adviser.

## Registration

- CRD: 338738
- Type: SEC-registered investment adviser
- SEC file number: 801-135064
- Location: 555 S. RANDALL ROAD, SUITE 202, ST. CHARLES, IL, 60174
- Phone: 630-377-8760
- Latest filing: 2026-05-01
- Regulatory AUM: $211.5M
- Discretionary AUM: $211.0M
- Non-discretionary AUM: $520K
- Clients: 3
- Accounts: 516

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Kraig Richard Mickelsen | LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER; LLC MEMBER | — |
| Robert Matthew Sweas | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/338738/brochure
- Similar advisers: https://search.stillhousedata.com/firm/338738/similar
- Related entities: https://search.stillhousedata.com/firm/338738/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/338738

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.