KRM Financial Planning & Wealth Management, LLC

Kraig Mickelsen is a CFP® with 29 years of industry experience, currently serving at KRM Financial Planning & Wealth Management, LLC. His prior experience includes 17 years at Ausdal Financial Partners and roles at Arete Wealth Advisors and Arete Wealth Management. Outside of financial advising, he is a minority owner and managing member of Integrated Planning LLC, a financial planning collaborative, and holds minority ownership in custom homebuilding businesses. KRM Financial Planning & Wealth Management primarily serves institutional clients such as pension and profit-sharing plans, foundations, endowments, and businesses, while also providing financial planning and consulting services to individuals and families. The firm uses proprietary models and third-party money managers combined with ongoing due diligence and offers ERISA 3(21) fiduciary consulting and participant education programs for retirement plans.

Robert Sweas is a CFP® professional with 17 years of industry experience, currently serving at Arete Wealth Advisors, LLC. His career includes roles at KRM Financial Planning & Wealth Management, KRM Financial Services, and Ausdal Financial Partners, among others. Outside of his advisory work, he provides independent auditing services without compensation and engages in life, health, and accident insurance sales on a commission basis. Arete Wealth Advisors offers investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model-based portfolio management strategies and integrates affiliated financial businesses and product channels in its service approach.