A complete list of active advisors currently associated with Kwma

Warmer can help you find a great advisor at Kwma or one who fits your needs even better.

KWMA provides investment advice and planning to individuals, trusts, estates, charitable organizations, and business entities. Services listed in the brochure include ongoing wealth and portfolio management, one‑time comprehensive financial and retirement plans, and hourly financial consulting for personal and business matters. The firm uses firm‑created model portfolios and a disciplined, active, diversified approach guided by a written investment policy statement and periodic rebalancing. Investment analysis spans fundamental, technical, quantitative and qualitative methods, and the firm may employ strategies such as options (including covered calls), warrants, and crypto exposure, with margin or other higher‑risk strategies used only with separate client consent. Noteworthy features relative to peers include a periodic client newsletter published at no charge and a menu of stand‑alone offerings (hourly consulting and retirement‑only plans) in addition to ongoing management. The firm’s principal brings prior military service and multi‑year experience at a large financial services firm, and the adviser manages roughly $2.5 million in discretionary assets for a small client base, which the brochure describes as enabling tailored implementation of its model portfolios.

To learn more about the advisors currently working at Kwma, 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
Jerome Knochelmann II	Florence, KY	6

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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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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