Kraig Richard Mickelsen
Investment adviser representative at Krm Financial Planning & Wealth Management, LLC
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$211.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Krm Financial Planning & Wealth Management, LLCDec 2025 to now
- Arete Wealth Advisors, LLCJun 2023 to now
- Arete Wealth Management, LLCJun 2023 to now
- Ausdal Financial PartnersAug 2006 to Jun 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Krm Financial Planning & Wealth Management, LLC
$211.5MAssets managed
177Clients
1Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2845238
- Firm CRD
- 338738