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KKM FINANCIAL LLC

CHICAGO, IL · CRD 165136 · IAPD ↗ · kkmfinancial.com · 312-448-7230

$865.7MRegulatory AUM
3Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — KKM FINANCIAL LLC crossed $500M in regulatory AUM ($366.0M -> $733.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
February 2026 — KKM FINANCIAL LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.