Karen Michelle Tatman
Investment adviser representative at Kmt Wealth Management, LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$222.4MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Kmt Wealth Management, LLCSep 2023 to now
- Validus Capital LLCJul 2023 to Sep 2023
- Northern Trust Wealth ManagementMar 2007 to Jul 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 1 state (CA).
Kmt Wealth Management, LLC
$222.4MAssets managed
0Clients
1Advisers
2 yearsIn 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
- 4260350
- Firm CRD
- 328911