Founded in 2004 by Daniel and Carol Wildermuth, Kalos Financial, Inc. operates as a full-service independent broker/dealer (IBD) and a Registered Investment Adviser (RIA). The company's core mission is to empower independent financial advisors by providing them with a comprehensive platform that includes compliance oversight, technology solutions, and access to a wide range of investment products. Kalos differentiates itself by fostering a collaborative environment and offering flexible, tailored support to help advisors grow their practices and serve their clients effectively.

Founded in

United States