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T.k.m. Financial Services, LLC CRD 289872
$28.3M regulatory AUM 6 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
10602 Timberwood Circle, #2, Louisville, KY 40223 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-01-09 |
| TN | RA | APPROVED | 2026-01-06 |
| KY | RA | APPROVED | 2017-12-07 |
Branch Locations
10602 Timberwood Circle, #2, Louisville, KY 40223 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sterling Financial Group, Ltd. | Louisville | KY | 04/2016 | 01/2017 |
| Tkm Financial Services, Llc | Louisville | KY | 02/2017 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-15 |
| S66 | Uniform Combined State Law Examination | 2010-06-11 |
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