Kkm Financial
KKM is a boutique investment solutions firm that creates research-based financial products. Our firm works with wealth advisors, financial institutions, and family offices globally to assist in portfolio management and provide risk mitigation solutions. KKM offers distinct products utilizing dynamic stock selection, ETF model portfolio strategies, and option overlay programs on various platforms. KKM’s proprietary investment solutions seek to assist wealth advisors in their portfolio construction process or even serve as a complete outsourced portfolio solution while wealth advisors select to focus more time on their clients. Partnering with Nasdaq Dorsey Wright in 2018, our suite of ETF model portfolios are powered by Nasdaq Dorsey Wright and are investible on numerous TAMPs (Turnkey Asset Management Platforms). Our firm was founded by prominently recognized and respected CNBC Contributor Jeff Kilburg and is headquartered in Chicago, IL. KKM has served as a portfolio consultant to InCapital and Nuveen Investments.
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Verified contacts
54
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LinkedIn employees
56
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Open roles
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Distinct roles
45
indexed titles
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Monthly traffic
95
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Decision-makers and verified team members
54 contacts with verified email or phone · masked until revealed.
- TK
Tom Knickerbocker
Etf Specialist · Finance & Accounting
EmailPhone - DD
Daniel Deming
Managing Partner · General Business & Management
EmailPhone - KM
Kate Miller
President · General Business & Management
EmailPhone
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Top roles at Kkm Financial
45 distinct titles indexed · top 10 shown.
- 3medical assistant
- 2doctor
- 2dr
- 2intern
- 2medical doctor
- 2registered nurse
- 1account exec
- 1accountant
- 1assistant
- 1assistant manager
- +35more titles
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