Cameron David Kaser
Investment adviser representative at Kmg Fiduciary Partners, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.7BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Kmg Fiduciary Partners, LLCNov 2019 to now
- University of ArizonaAug 2015 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (CO, OH).
Kmg Fiduciary Partners, LLC
$1.7BAssets managed
1,310Clients
7Advisers
8 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
- 6813313
- Firm CRD
- 298331