TM
Todd K. Meador
T.K.M. FINANCIAL SERVICES
Louisville, KY 40223
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CRD#: 4692678
TM
Professional summary
Todd Keith Meador, CFP® is a registered financial advisor currently at T.K.M. FINANCIAL SERVICES, LLC located in Louisville, Kentucky.
Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Todd has worked at 4 firms and has passed the Series 65, Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
TKM Financial Services, LLC and Todd K. Meador offer insurance products through a non-investment related firm called Ash Brokerage. The Firm and Todd K. Meador are registered agents of Ash Brokerage. Started August 2016. Ash Brokerage has no ownership interest in TKM Financial Services, LLC and is located at: 888 S. Harrison St., Suite 900, Fort Wayne, IN 46802. Time spent: 10 to 20 hours/month Todd K. Meador owns TKM Realty, LLC; TKM Financial Services, LLC rents office space from TKM Realty, LLC, thus Todd K. Meador, as owner, receives rental income from TKM Financial Services, LLC. Time spent: 5 hours per month. Todd K. Meador owns TKM Publishing, LLC. Todd may receive compensation from this entity. Time spent: 5 hours per month. TKM Financial Services, LLC owns the podcast and radio show, "A Nickel and a Plan." This investment-related podcast discusses all things finance. The address of the podcast is 10602 Timberwood Circle, #2, Louisville, KY 40223. The podcast started on May 3rd, 2021. Todd K Meador may receive compensation from this entity. Time Spent: 6 hours per month. Time Spent during trading hours: 2 hours. Todd's relationship is owner since he owns TKM Financial Services, LLC and his role in the podcast is host/facilitator.
CRS (Client Relationship Summary) - RIA
Click below to view Todd Keith Meador's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2013
Experience
Current
December 7, 2017 - Present
T.K.M. FINANCIAL SERVICES, LLC
Office #1: 10602 Timberwood Circle, #2, Louisville, KY 40223RIA
CRD#: 289872
Louisville, KY
Past
November 15, 2016 - March 28, 2017
STERLING FINANCIAL GROUP, LTD.
RIA
CRD#: 158151
LOUISVILLE, KY
Past
June 14, 2010 - January 6, 2012
FIFTH THIRD SECURITIES, INC.
RIA
CRD#: 628
LEXINGTON, KY
Past
March 9, 2010 - January 6, 2012
FIFTH THIRD SECURITIES, INC.
BD
CRD#: 628
LEXINGTON, KY
Past
November 17, 2003 - December 31, 2005
NATCITY INVESTMENTS, INC.
BD
CRD#: 17490
CLEVELAND, OH
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Kentucky(12/7/2017)
IAR
Louisiana(6/23/2021)
IAR
Texas(9/8/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
TF
T.K.M. FINANCIAL SERVICES, LLC
T.K.M. FINANCIAL SERVICES, LLC | TKM FINANCIAL SERVICES, LLC
CRD#: 289872 / SEC#:
Kentucky
Registered Investment Advisory firm - (12/7/2017 Approved)Louisiana
Registered Investment Advisory firm - (6/23/2021 Approved)Texas
Registered Investment Advisory firm - (8/19/2022 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
10602 Timberwood Circle, #2, Louisville, KY 40223
Mailing Address
Phone number
(502) 450-7526
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 94 |
| AUM (Assets Under Management) | $ 18,645,194 |
Red Flags
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Company Information
T.K.M. FINANCIAL SERVICES, LLC
CRD#: 289872Louisville, KY 40223TRUST BUT VERIFY
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