A complete list of active advisors currently associated with T.K.M. Financial Services, LLC

Warmer can help you find a great advisor at T.K.M. Financial Services, LLC or one who fits your needs even better.

T.K.M. Financial Services, LLC provides fee‑based comprehensive financial planning and discretionary portfolio management to individuals (including high‑net‑worth clients), business owners and charitable organizations. The firm operates as a small independent RIA, managing roughly $28.3 million in client assets across about 62 client relationships. The firm starts with a complimentary initial consultation, prepares a written comprehensive financial plan and drafts an Investment Policy Statement for each account, then provides ongoing management with periodic (typically quarterly) reviews, rebalancing and implementation support. Investment techniques emphasize asset allocation and fundamental analysis, with long‑term holdings as a primary strategy and the selective use of options for hedging or speculative purposes; clients may impose restrictions on specific securities. Noteworthy distinctions include the adviser’s status as a licensed insurance agent who sells life, disability, long‑term care and health insurance and may receive commissions for those sales—a conflict the firm discloses and addresses by obtaining client consent and disclosure of projected commissions. The firm also engages in public education and outreach through a radio show and podcast (and may receive related advertising compensation) and discloses affiliated business activities, including a related real estate holding company and a publishing entity, in its brochure.

To learn more about the advisors currently working at T.K.M. 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
Todd Meador	Louisville, KY	13

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