This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fiduciary Trust · Fifth Third Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-07-2017
- Office Locations
- 1
Office Locations
About T.k.m. Financial Services, LLC
TKM Financial Services is a Louisville, KY fee-based firm providing comprehensive financial and retirement planning, process-driven investment advisory using low-cost, high-quality securities, and risk management/insurance strategies (life, disability, long-term care) through a broad carrier network. The firm serves individuals focused on retirement readiness and coordinates with outside specialists via an open-architecture model. It does not take commissions, soft dollars, or 12b-1 fees.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 68 clients, or 68 clients per representative. That equates to $416.9K in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on August 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review T.k.m. Financial Services, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
Unlock the underlying categories and values
The full T.k.m. Financial Services, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
TODD KEITH MEADOR
Chief Compliance Officer, FOUNDER, President, Vice president
- CRD
- #4692678
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,347,736 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,347,736 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
T.k.m. Financial Services, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.