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).

By the Numbers
  • Total Assets Under Management
    285
    MILLION
  • Total Number of Accounts
    820
    ACCOUNTS
  • Average Account Value
    $347,805
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Kmh Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Gregory J. Hermes
CRD#: 4094325
101 South Main St. Suite 300, Victoria, TX 77901
96
Wealthminder
score

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.

2
Thomas L. Keller
CRD#: 3190293
101 South Main St. Suite 300, Victoria, TX 77901
96
Wealthminder
score

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.

3
David B. Faskas
CRD#: 6126274
101 South Main St. Suite 300, Victoria, TX 77901
93
Wealthminder
score

David Faskas (CRD# 6126274) 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. 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.

4
Kyle W. Noack
CRD#: 6003068
101 South Main St. Suite 300, Victoria, TX 77901
93
Wealthminder
score

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.

5
Beth M. Henning
CRD#: 6649859
101 South Main St. Suite 300, Victoria, TX 77901
90
Wealthminder
score

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.

6
Lynn M. Miori
CRD#: 3051286
101 South Main St. Suite 300, Victoria, TX 77901
76
Wealthminder
score

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.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.