Kalos Financial logo

Kalos Financial Employee Directory

Financial ServicesGeorgia, United States11-50 Employees

Kalos Financial operates as a financial services firm that supports independent advisors by offering a platform of solutions and products designed to help clients pursue financial success. The company emphasizes backing its advisor network with opportunities and technology to deliver services and solutions that enable clients to achieve financial freedom, while maintaining a focus on professional conduct and ongoing excellence. Based in Alpharetta, Georgia, Kalos Financial is part of a larger family of affiliated firms that provide securities, investment advisory, and insurance offerings through separate entities under common ownership. The firm positions itself within the advisory and broker-dealer landscape, collaborating with partners and pursuing innovations that streamline investment processes and expand access to alternative investments through its platform. Recent leadership changes have included shifts in executive roles, reflecting ongoing transitions within the organization.

Find Kalos Financial employees' phone numbers or email addresses

Kalos Financial Global Highlights

Location
Employees

North America
31

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  • United States Of America
    31

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Kalos Financial's Leadership

  • Stylized image of a person
    A. C.
    Chief Compliance Officer
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  • Stylized image of a person
    J. C.
    Vice President, Marketing And Communications
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  • Stylized image of a person
    J. T.
    Senior Vice President
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  • Stylized image of a person
    L. C.
    Senior Vice President Operations And Transition
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  • Stylized image of a person
    T. N.
    Controller
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  • Stylized image of a person
    L. S.
    Senior Compliance Manager
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  • Stylized image of a person
    M. B.
    Accounting Manager
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  • Stylized image of a person
    M. B. C.
    Accounting Manager
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Kalos Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Kalos Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. C.
    Chief Compliance Officer
    Phone icon
    United StatesFlorida
    Jun 08, 2026
  • Stylized image of a person
    J. C.
    Vice President, Marketing And Communications
    Phone icon
    United StatesGeorgia
    Apr 07, 2023
  • Stylized image of a person
    J. T.
    Senior Vice President
    Phone icon
    Oct 25, 2023
  • Stylized image of a person
    L. C.
    Senior Vice President Operations And Transition
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    T. N.
    Controller
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    L. S.
    Senior Compliance Manager
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    M. B.
    Accounting Manager
    Phone icon
    Jul 09, 2024
  • Stylized image of a person
    M. B. C.
    Accounting Manager
    Phone icon
    United StatesGeorgia
    Sep 10, 2024
  • Stylized image of a person
    R. A.
    Portfolio Manager
    Phone icon
    United StatesGeorgia
    Oct 21, 2024
  • Stylized image of a person
    D. C.
    Administrator Assistant And Special Events Coordinator
    Phone icon
    United StatesGeorgia
    Aug 04, 2024

Frequently Asked Questions

What is Kalos Financial known for?

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Kalos Financial was founded in 1997 operates in the Financial Services industry. The company's main headquarters is located in 11525 Park Woods Circle Alpharetta, Georgia 30005 United States; you can contact the main corporate office by phone at . Explore Kalos Financial's company overview page for more information.

What is Kalos Financial's most common email format?

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Kalos Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Kalos Financial email formats with LeadIQ.

How many employees does Kalos Financial have currently?

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Kalos Financial has approximately 20 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Kalos Financial's key employees and leadership?

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As of December 2025, Kalos Financial's key employees include:

  • Chief Compliance Officer: A. C.
  • Vice President, Marketing And Communications: J. C.
  • Senior Vice President: J. T.
  • Senior Vice President Operations And Transition: L. C.
  • Controller: T. N.

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