Kraig Mickelsen
Kraig Mickelsen is a CFP-designated registered investment advisor at Krm Financial Planning & Wealth Management, LLC, based in St. Charles, IL, with 29 years of industry experience. Kraig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.5M | 0.65% |
| $2.5M+ | 0.55% |
Advisory fees are dependent upon several factors including average account size, number of accounts, fee structures of third-party model providers, if applicable. Fees are negotiable.
Fee Estimator
Location
555 S. Randall Road, Suite 202, St. Charles, IL, 60174
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2012Other Business ActivitiesSells Insurance
Kraig is a minority owner and managing member of Integrated Planning LLC, an insurance, investment, and financial planning collaborative, dedicating about 10-20% of his time. He also sells insurance products, including long-term care, life insurance, and annuities, spending a few hours per week on this activity.
Employment History
Current Registrations
Krm Financial Planning & Wealth Management, LLC
Arete Wealth Advisors, LLC
Previous Registrations
Arete Wealth Management, LLCBroker
Wheaton Wealth Partners, LLC
Ausdal Financial Partners, INC.
Ausdal Financial Partners, INC.Broker
Qa3 Financial LLC
Qa3 Financial CORP.Broker
Investment Planners, INC.Broker
Lifeusa Securities, INC.Broker
Dreher & Associates, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.