Financial ADVSR advisor directory · SEC adviser records
Kdm Wealth Management Inc. financial advisors in Geneva, IL
Every SEC-registered investment adviser representative at a Kdm Wealth Management Inc. office in Geneva, A to Z.
The short answer
3 registered advisors work at Kdm Wealth Management Inc. in Geneva, out of 3 at the firm nationwide; it ranks number 9 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Kdm Wealth Management Inc. advisors in Geneva, A to Z
Every Kdm Wealth Management Inc. advisor →- Jeffrey F. MartinInvestment adviser rep
- Maxwell T. MartinInvestment adviser rep
- David A. SchlesselmanInvestment adviser rep
Kdm Wealth Management Inc. advisors in every city and state →Kdm Wealth Management Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Geneva
All Geneva advisors →Edward Jones 11Leelyn Smith, LLC 10Morgan Stanley 10Thrivent Investment Management Inc. 9LPL Financial LLC 7Raymond James Financial Services Advisors, Inc. 7Osaic Wealth, Inc. 5Strategic Advisers LLC 5
Questions
How many financial advisors does Kdm Wealth Management Inc. have in Geneva?
3 investment adviser representatives are registered at Kdm Wealth Management Inc. offices in Geneva, Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Kdm Wealth Management Inc. one of the largest advisor employers in Geneva?
Kdm Wealth Management Inc. ranks number 9 in Geneva by registered advisors; Edward Jones has the most, with 11.
How do I check a Kdm Wealth Management Inc. advisor in Geneva?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Kdm Wealth Management Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.