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VERIFIEDJack Lehman
KMK Financial Group
211 Grandview Drive Suite 236
Fort Mitchell, KY 41017
270-312-3365
A Key Part In Your Financial Well-Being
About KMK Financial Group
KMK Financial Group began with a vision from our founder, Nathan Key - a belief that financial guidance should be personal, transparent, and rooted in genuine care. When Nathan named the firm "KMK," he did so in honor of his two children, Kendall and Kameron - a reminder that every financial plan is ultimately about family, legacy, and building a secure future.
What started as a boutique practice dedicated to supporting families and business owners has grown into a full-service financial firm grounded in trust and long-standing relationships. From day one, Nathan set out to do more than manage wealth; he set out to empower people. Over the years, our team has helped clients navigate lifes milestones, protect what matters most, and plan with confidence.
Today, KMK Financial Group continues to evolve while staying true to the values that inspired its name: integrity, loyalty, and putting people first. We're proud to serve our community and honored to be a trusted partner in every client's financial journey.
See Disclosures
General Information
Firm Start Year
CRD#
7496192
Firm CRD#
23131
Name of Broker/Dealer
OSAIC WEALTH, INC
States Licensed in
KY
Years of Experience in Financial Services
3
Number of Years with Current Firm
3
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Money Management
Services
Investment Types
Commodities, Stocks, Bonds, Mutual Funds, Exchange Traded Funds (ETFs)
Can meet clients in the following ways
Your Office, Phone, Our Office, Your Home, Video Conference
Compliance
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 66, Series 7
Insurance and Annuity Licenses
Health, Life
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$15k
Compensation Methods
Based on Assets
Disclosures
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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1892950/retirementplanning-KMK-Financial-Group-detailed-disclosure.html