KRM FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC
CRD #338738 SEC #801-135064 ST. CHARLES, IL 630-377-8760
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
3
Clients
0
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 1, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MICKELSEN, KRAIG, RICHARD | I | LLC MEMBER | E | Control |
| SWEAS, ROBERT, MATTHEW | I | CHIEF COMPLIANCE OFFICER | B | Control |
Registrations
Federal
IA
Dec 1, 2025 REGISTERED
Notice Filings (7)
AZ FL IL MI TN TX WI
Address
555 S. RANDALL ROAD, SUITE 202ST. CHARLES, IL 60174
United States
Phone: 630-377-8760