Company Performance Metrics
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 insurance agency. These members of the Kalos Family of Companies are separate affiliated firms that share common ownership and are represented by the Kalos Financial service mark.
