# Kkm Financial LLC
Source: https://planprovider.pro/provider/kkm-financial-llc

> Founded by CNBC contributor Jeff Kilburg, KKM Financial LLC builds investment strategies that advisors can plug into client portfolios or use as an outsource…

Retirement Plan Advisor

Chicago, IL

## About Kkm Financial LLC

<p>Founded by CNBC contributor Jeff Kilburg, KKM Financial LLC builds investment strategies that advisors can plug into client portfolios or use as an outsourced investment program.</p>
<p>Headquartered in Chicago, KKM works with wealth advisors, financial institutions, and family offices in the Chicago metro and beyond. The firm is a Registered Investment Advisor and reported $0.4B in AUM (2026).</p>
<p>KKM’s lineup includes dynamic stock selection, ETF model portfolio strategies, and option overlay programs designed to manage risk. For retirement plan sponsors and fiduciaries, the firm offers 3(21) support as part of its work with <a href="/plan-advisors">plan advisors</a> and other <a href="/retirement-plans">retirement plan providers</a>.</p>
<p>What sets KKM apart is its focus on options-based overlays and model delivery, which can help advisory teams standardize portfolio implementation across accounts.</p>
<ul>
<li>Registered Investment Advisor (RIA)</li>
<li>3(21) investment advice support</li>
<li>ETF model portfolios</li>
<li>Dynamic stock selection strategies</li>
<li>Option overlay risk management programs</li>
</ul>

Website: [https://www.kkmfinancial.com/](https://www.kkmfinancial.com/)

## Office Locations

- Chicago, IL (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $366.0M

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