Kraig Mickelsen
KRM Financial Services · St. Charles, Illinois
Kraig Mickelsen is a fee-only financial advisor at KRM Financial Services in St. Charles, Illinois, who holds the CFP credential. Kraig focuses on retirement planning, estate & legacy planning and tax planning. KRM Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Divorced individuals
- Mid-life transitions
Facts
| Firm | KRM Financial Services |
|---|---|
| Based in | St. Charles, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $211.5M across 516 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL, TX · CRD 2845238 |
| Exams passed | Series 63 (1997) · Series 65 (1998) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | krmfinancial.com |
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Questions about Kraig
Is Kraig Mickelsen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kraig holds no broker registration, and KRM Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kraig charge for financial advice?
Kraig's firm, KRM Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kraig Mickelsen based?
Kraig Mickelsen is based in St. Charles, Illinois.
What does Kraig specialize in?
Kraig's specialties include retirement planning, estate & legacy planning, tax planning and divorce financial planning. Kraig works with pre-retirees, retirees, divorced individuals and mid-life transitions.
What credentials does Kraig Mickelsen hold?
Kraig Mickelsen holds the CFP credential.
Is Kraig Mickelsen registered with the SEC?
Yes. Kraig Mickelsen is registered as an investment adviser representative in IL and TX (CRD 2845238), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does KRM Financial Services manage?
KRM Financial Services reports $211.5M across 516 accounts in assets under management.
How do I contact Kraig Mickelsen?
Through Kraig's website, krmfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- KRM Financial Services website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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