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Daniel Bylsma

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CRD#: 6209708
DB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Daniel Bylsma was a registered financial professional .

Daniel is a previously registered financial professional and started their career in finance in 2015. Daniel had worked at 1 firm .

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
EAM CAPITAL, LLC INVESTMENT-RELATED 601 7TH AVENUE, LAGRANGE, IL 60525 - PROPRIETOR - INVESTMENT MANAGER/ANALYST - 05/2008 80 HOURS PER MONTH, 4 HOURS PER TRADE DAY. EDWARD DANIELS, LLC. Not investment related, 12500 Nashville, Palos Heights, IL 60463. Partner - 07/2015 10 hours per month, not during trading hours.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 17, 2015 - January 2, 2024

KKM FINANCIAL LLC

RIA
CRD#: 165136
CHICAGO, IL

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KF
KKM FINANCIAL LLC
KILLIR KAPITAL MANAGEMENT | KKM FINANCIAL LLC | KILLIR KAPITAL MANAGEMENT, LLC

CRD#: 165136 / SEC#: 801-77094

RIA
Registered Investment Advisory firm - (9/6/2012 Approved)
Illinois
Registered Investment Advisory firm - (2/18/2014 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


Current Firm


KF
KKM FINANCIAL LLC
KILLIR KAPITAL MANAGEMENT | KKM FINANCIAL LLC | KILLIR KAPITAL MANAGEMENT, LLC

CRD#: 165136 / SEC#: 801-77094

RIA
Registered Investment Advisory firm - (9/6/2012 Approved)
Illinois
Registered Investment Advisory firm - (2/18/2014 Terminated)
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Contact information


Main Address
141 W. Jackson Suite 1711, Chicago, IL 60604
Mailing Address
Phone number
(312) 448-7230
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (3 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KKM FINANCIAL FIRM BROCHURE 2025 (3/30/2025)

Regulatory assets under management


Total Number of Accounts204
AUM (Assets Under Management)$ 365,960,325

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


KKM FINANCIAL LLC

CRD#: 165136

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