A complete list of active advisors currently associated with K financial Services, LLC
Warmer can help you find a great advisor at K financial Services, LLC or one who fits your needs even better.
K financial Services, LLC is a registered investment manager that offers non-discretionary direct asset management, financial planning and public seminars and workshops. The firm provides ongoing portfolio management and tailored financial plans while custodied assets and trade executions are handled by third-party custodians. Portfolios are constructed using client-stated objectives and fundamental analysis, with investment selections and allocations tied to time horizon and risk tolerance and prior client approval required before trades are executed. The firm performs periodic reviews, delivers custodian-issued account statements, and participates in an institutional custody program that provides trade execution and operational support. Notably, the firm holds free public seminars and workshops—an uncommon service among peers—and the managing member operates an affiliated insurance practice that sells commissionable insurance products, a relationship the brochure discloses and describes as mitigated through disclosures and firm procedures. The filing also reported no assets under management or active client accounts at the time of the brochure, a circumstance that distinguishes it from many other investment managers.
To learn more about the advisors currently working at K financial Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Los Angeles, CA
| 20
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")