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Todd Keith Meador

TKM Financial Services, LLC

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About Todd Keith Meador

Todd Meador is a financial advisor registered with the state of Kentucky and has 12 years of experience in the industry. Todd has a Certified Financial Planner designation. Todd is currently employed by TKM Financial Services, LLC and also works with Ash Brokerage. Todd has experience in financial planning and portfolio management for individuals. Todd has 94 clients and manages $18,645,194 in assets under management. Todd offers financial planning, educational seminars, and portfolio management for individuals.

Firm Information

Todd Meador is currently registered with TKM Financial Services, LLC. TKM Financial Services, LLC is a financial advisory firm that provides financial planning and portfolio management services to individuals. The firm, which is headquartered in , has one licensed agent and one investment advisor representative. It manages approximately $18.6 million in assets for 94 clients, primarily individuals other than high-net-worth individuals. TKM Financial Services, LLC also offers educational seminars for its clients.

$18.65M

Assets Under Management

6

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Todd Meador’s Registration & Firm History

KY

09/08/2022 - Present

TKM Financial Services, LLC (LOUISVILLE KY)

KY

03/09/2010 - 01/06/2012

FIFTH THIRD SECURITIES, INC. (LEXINGTON KY)

OH

11/17/2003 - 12/31/2005

NATCITY INVESTMENTS, INC. (CLEVELAND OH)

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Licenses & Designations

IA

Issued 03/15/2019

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 06/11/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/08/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Todd Keith Meador. Review regulatory record here.
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