Joel, the co-founder of KM Wealth Management, has been a Series 7 registered representative since 1987. KM Wealth Management is an independent firm. Securities and advisory services offered through Cetera Advisor Networks LLC, member of FINRA & SIPC, a broker/dealer and registered investment adviser.
Joel is also an Investment Advisor Representative offering advisory services through Cetera Investment Advisers LLC, a Registered Investment Advisor. He is Insurance licensed in Life, Health and Variable products.
Our Team focuses on Income Investments, Retirement and Estate Planning*, Insurance, College Planning, etc. They also offer many Alternative Products from non-traded REITS to Oil & Gas Investments for clients that qualify.
We take a personalized interest in each and every client and custom-tailor investment strategies to fit each Individual's, Family's, or Corporation's goals.
Feel free to contact us at 954-315-3810 or email Joel@kmwealth.net for a complimentary portfolio review, insurance analysis, or general consultation.
* Provided with the assistance of third-party estate planning attorneys