Kmh Wealth Management, LLC
Kmh Wealth Management, LLC (CRD# 111610) is a financial advisory firm headquartered in Victoria, TX. They manage $285,200,000 in 820 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management285MILLION
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Total Number of Accounts820ACCOUNTS
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Average Account Value$347,805
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
LA, TX
Gregory Hermes (CRD# 4094325) is an Investment Advisor Representative working at Kmh Wealth Management, LLC in Victoria, TX and has over 17 years of experience in the finance industry. Gregory Hermes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Thomas Keller (CRD# 3190293) is an Investment Advisor Representative working at Kmh Wealth Management, LLC in Victoria, TX and has over 18 years of experience in the finance industry. Thomas Keller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Faskas (CRD# 6126274) is an Investment Advisor Representative working at Kmh Wealth Management, LLC in Victoria, TX and has over 4 years of experience in the finance industry. David Faskas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Kyle Noack (CRD# 6003068) is an Investment Advisor Representative working at Kmh Wealth Management, LLC in Victoria, TX and has over 5 years of experience in the finance industry. Kyle Noack has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Beth Henning (CRD# 6649859) is an Investment Advisor Representative working at Kmh Wealth Management, LLC in Victoria, TX and has 1 year of experience in the finance industry.
Lynn Miori (CRD# 3051286) is an Investment Advisor Representative working at Kmh Wealth Management, LLC in Victoria, TX and has over 19 years of experience in the finance industry. Lynn Miori has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.