Best Investors Account Sign in
Inactive

Karen Michelle Tatman

Kmt Wealth Management, LLC

Hermosa Beach, CA

Claim This Profile
Current Employers
Kmt Wealth Management, Llc

2447 Pacific Coast Hwy 2Nd Floor, Hermosa Beach, CA 90254 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-02-26
  • CA RA
    APPROVED
    Since 2025-02-26

Branch Locations

2447 Pacific Coast Hwy 2Nd Floor, Hermosa Beach, CA 90254 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northern Trust Wealth Management Los Angeles CA 03/2007 07/2023
Validus Capital Llc El Segundo CA 07/2023 09/2023
Kmt Wealth Management, Llc El Segundo CA 09/2023 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-08-26
  • S63 Uniform Securities Agent State Law Examination
    2000-08-26
Designations
Other Names
  • Karen Michelle Getz

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC
COVE STREET CAPITAL, LLC
TERPSI CAPITAL LP
MARLIN EQUITY PARTNERS
JAGUAR CAPITAL ADVISORS USA, LLC
STEP AHEAD CAPITAL, LLC
EXCELLION FINANCE MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC

Other Investors

JACOB AARON DAX
ANGELA ANNE DAX
JEAN RUIMY
Noah Joseph Kohl
Taylor James Dolenga
JEFFREY (NMN) BRONCHICK
Chelsea Sade Rojas
Dave Adams

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · HERMOSA BEACH, CA
COVE STREET CAPITAL, LLC · HERMOSA BEACH, CA
TERPSI CAPITAL LP · HERMOSA BEACH, CA
MARLIN EQUITY PARTNERS · HERMOSA BEACH, CA
JAGUAR CAPITAL ADVISORS USA, LLC · HERMOSA BEACH, CA
STEP AHEAD CAPITAL, LLC · HERMOSA BEACH, CA
EXCELLION FINANCE MANAGEMENT, LLC · HERMOSA BEACH, CA
J.P. MORGAN SECURITIES LLC · HERMOSA BEACH, CA

More in Hermosa Beach, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor