Kmh Wealth Management, LLC
Kmh Wealth Management, LLC (CRD# 111610) is a financial advisory firm headquartered in Victoria, TX. They manage $650,769,168 in 1,196 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management651MILLION
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Total Number of Accounts1,196ACCOUNTS
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Average Account Value$544,121
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
TX
David Faskas (CRD# 6126274) is an Investment Advisor Representative working at Kmh Wealth Management, LLC in Victoria, TX and has over 9 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.
Hannah Gohmert (CRD# 6414757) is an Investment Advisor Representative working at Kmh Wealth Management, LLC in Victoria, TX and has over 7 years of experience in the finance industry. Hannah Gohmert 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 23 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.
Beth Koonce (CRD# 6649859) 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. Beth Koonce 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 9 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.
Sara Potts (CRD# 6695608) 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. Sara Potts 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.
Christopher Laughhunn (CRD# 7322568) is an Investment Advisor Representative working at Kmh Wealth Management, LLC in Victoria, TX and has 1 year of experience in the finance industry. Christopher Laughhunn 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.