Unclaimed Profile

Daniel Bylsma

KKM FINANCIAL LLC·CHICAGO, Illinois

Clean record11 years registeredKKM FINANCIAL LLC

141 W. JACKSON, CHICAGO, IL 60604CRD# 6209708Firm CRD# 165136

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Bylsma · CHICAGO, IL

Registration

CRD #6209708 · KKM FINANCIAL LLC · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KKM FINANCIAL LLC

KKM FINANCIAL LLC

Jun 2015 – Jan 2024

CHICAGO, IL

Registrations & Exams

Registration record

First registered · June 17, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KKM FINANCIAL LLC

CRD 165136 · SEC 801-77094

AUM

$333M

Regulatory assets under management

Employees

200 client accounts

Services offered by KKM FINANCIAL LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at KKM FINANCIAL LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Bylsma offer?

Daniel Bylsma specializes in Investment Management, Wealth Management.

What are Daniel Bylsma's credentials?

Daniel Bylsma is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Bylsma located?

Daniel Bylsma is based in CHICAGO, Illinois, last registered with KKM FINANCIAL LLC.

How does Daniel Bylsma charge for services?

Daniel Bylsma's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KKM FINANCIAL LLC?

KKM FINANCIAL LLC has approximately 3 employees and manages $333M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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