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Kalos Financial is a full-service independent financial solution firm pioneering the endowment model for individual investors.

Co-founded by finance industry veterans Daniel and Carol Wildermuth, Kalos Financial provides financial solutions through Broker Dealer services and Investment Advisor Services to seasoned, independent, cross-licensed representatives and advisors. Securities offered through Kalos Capital, Inc., Member FINRA/SIPC/MSRB. Investment advisory services offered through Kalos Management, Inc., an SEC Registered Investment Adviser. Insurance products offered through Kalos Financial, Inc., a licensed ...

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Detailed Information
  • Location TypeHQ
  • Opening Date1997
  • Annual Revenue EstimateUnknown
  • SIC Code show
  • Employees20 to 49