KRM FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC of ST. CHARLES, IL is an SEC-registered investment adviser (CRD 338738). Regulatory assets under management: $211.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Kraig Richard Mickelsen | LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER; LLC MEMBER | — |
| Robert Matthew Sweas | CHIEF COMPLIANCE OFFICER | — |