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LLC Managing Member / Chief Compliance Officer · KRM Financial Planning & Wealth Management, LLC

Kraig R. Mickelsen

CRD 2845238 · Named on Form ADV at one SEC-registered adviser

At a glance

KRM Financial Planning & Wealth Management, LLC, an SEC-registered wealth manager based in St. Charles, IL with $211 million in regulatory assets, lists Kraig R. Mickelsen on its Form ADV as LLC Managing Member / Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Kraig’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kraig’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.