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- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
TODD KEITH MEADOR
Chief Compliance Officer, FOUNDER, President, Vice president
- CRD
- #4692678
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,347,736 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,347,736 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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