Kdm Wealth Management Inc.

Kdm Wealth Management Inc. (CRD# 152002) is a financial advisory firm headquartered in Geneva, IL. They manage $88,038,374 in 455 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
321 Stevens Street, Suite R, Geneva, IL 60134
https://www.linkedin.com/company/kdm-wealth-management/
By the Numbers
  • Total Assets Under Management
    88
    MILLION
  • Total Number of Accounts
    455
    ACCOUNTS
  • Average Account Value
    $193,491
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, TX

Financial Advisors at Kdm Wealth Management Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Jeffrey Martin, financial advisor Geneva IL
Jeffrey F. Martin
CRD#: 5040957
321 Stevens Street, Suite R, Geneva, IL 60134

Jeffrey Martin (CRD# 5040957) is an Investment Advisor Representative working at Kdm Wealth Management Inc. in Geneva, IL and has over 18 years of experience in the finance industry.

2
David Schlesselman, financial advisor Geneva IL
David A. Schlesselman
CRD#: 6785404
321 Stevens Street, Suite R, Geneva, IL 60134

David Schlesselman (CRD# 6785404) is an Investment Advisor Representative working at Kdm Wealth Management Inc. in Geneva, IL and has over 6 years of experience in the finance industry.

3
Maxwell Martin, financial advisor Geneva IL
Maxwell T. Martin
CRD#: 7793484
321 Stevens Street, Suite R, Geneva, IL 60134

Maxwell Martin (CRD# 7793484) is an Investment Advisor Representative working at Kdm Wealth Management Inc. in Geneva, IL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals