Kmh Wealth Management, LLC

Kmh Wealth Management, LLC (CRD# 111610) is a financial advisory firm headquartered in Victoria, TX. They manage $508,610,382 in 1,061 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    509
    MILLION
  • Total Number of Accounts
    1,061
    ACCOUNTS
  • Average Account Value
    $479,369
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
  • Educational seminars/workshops
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.

TX

Financial Advisors at Kmh Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
David B. Faskas
CRD#: 6126274
101 South Main St. Suite 300, Victoria, TX 77901

David Faskas (CRD# 6126274) is an Investment Advisor Representative working at Kmh Wealth Management, LLC in Victoria, TX and has over 8 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.

2
Hannah K. Gohmert
CRD#: 6414757
101 South Main St. Suite 300, Victoria, TX 77901

Hannah Gohmert (CRD# 6414757) 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. 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.

3
Thomas L. Keller
CRD#: 3190293
101 South Main St. Suite 300, Victoria, TX 77901

Thomas Keller (CRD# 3190293) is an Investment Advisor Representative working at Kmh Wealth Management, LLC in Victoria, TX and has over 21 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.

4
Beth M. Koonce
CRD#: 6649859
101 South Main St. Suite 300, Victoria, TX 77901

Beth Koonce (CRD# 6649859) 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. 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.

5
Kyle W. Noack
CRD#: 6003068
101 South Main St. Suite 300, Victoria, TX 77901

Kyle Noack (CRD# 6003068) is an Investment Advisor Representative working at Kmh Wealth Management, LLC in Victoria, TX and has over 8 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.

6
Sara A. Potts
CRD#: 6695608
101 South Main St. Suite 300, Victoria, TX 77901

Sara Potts (CRD# 6695608) is an Investment Advisor Representative working at Kmh Wealth Management, LLC in Victoria, TX and has over 3 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.

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