KKM Financial Employee Directory

Financial ServicesIllinois, United States51-200 Employees

KKM is a boutique investment solutions firm that creates research-based financial products. Our firm works with wealth advisors, financial institutions, and family offices globally to assist in portfolio management and provide risk mitigation solutions. KKM offers distinct products utilizing dynamic stock selection, ETF model portfolio strategies, and option overlay programs on various platforms. KKM’s proprietary investment solutions seek to assist wealth advisors in their portfolio construction process or even serve as a complete outsourced portfolio solution while wealth advisors select to focus more time on their clients.   

Partnering with Nasdaq Dorsey Wright in 2018, our suite of ETF model portfolios are powered by Nasdaq Dorsey Wright and are investible on numerous TAMPs (Turnkey Asset Management Platforms).  Our firm was founded by prominently recognized and respected CNBC Contributor Jeff Kilburg and is headquartered in Chicago, IL. KKM has served as a portfolio consultant to InCapital and Nuveen Investments.

Find KKM Financial employees' phone numbers or email addresses

KKM Financial Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

Asia
6

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  • Malaysia
    3
  • India
    3

KKM Financial's Leadership

  • Stylized image of a person
    K. M.
    President
    Phone icon
  • Stylized image of a person
    J. K.
    Founder And Chief Executive Officer
    Phone icon
  • Stylized image of a person
    D. D.
    Managing Director
    Phone icon

Contact profiles from KKM Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. M.
    President
    Phone icon
    United StatesTexas
    Oct 19, 2025
  • Stylized image of a person
    J. K.
    Founder And Chief Executive Officer
    Phone icon
    Dec 17, 2024
  • Stylized image of a person
    D. D.
    Managing Director
    Phone icon
    UNITED STATES
    Oct 25, 2023

Frequently Asked Questions

What is KKM Financial known for?

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KKM Financial was founded in 2012 operates in the Financial Services industry. The company's main headquarters is located in 141 West Jackson, Suite 1711; you can contact the main corporate office by phone at . Explore KKM Financial's company overview page for more information.

What is KKM Financial's most common email format?

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

How many employees does KKM Financial have currently?

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KKM Financial has approximately 56 employees as of December 2025. These team members are located across 2 continents, including North AmericaAsia.

Who are KKM Financial's key employees and leadership?

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

  • President: K. M.
  • Founder And Chief Executive Officer: J. K.
  • Managing Director: D. D.

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