advisor-img.jpg
advisor

Jack Lehman

KMK Financial Group

211 Grandview Drive Suite 236

Fort Mitchell, KY 41017

2703123365

logo

About KMK Financial Group

KMK Financial Group began with a vision from our founder, Nathan Key - a belief that financial guidance should be personal, transparent, and rooted in genuine care. When Nathan named the firm "KMK," he did so in honor of his two children, Kendall and Kameron - a reminder that every financial plan is ultimately about family, legacy, and building a secure future.

What started as a boutique practice dedicated to supporting families and business owners has grown into a full-service financial firm grounded in trust and long-standing relationships. From day one, Nathan set out to do more than manage wealth; he set out to empower people. Over the years, our team has helped clients navigate lifes milestones, protect what matters most, and plan with confidence.

Today, KMK Financial Group continues to evolve while staying true to the values that inspired its name: integrity, loyalty, and putting people first. We're proud to serve our community and honored to be a trusted partner in every client's financial journey.

See Disclosures

General Information

Firm Start Year

CRD#

7496192

Firm CRD#

23131

Name of Broker/Dealer

OSAIC WEALTH, INC

States Licensed in

KY

Years of Experience in Financial Services

3

Number of Years with Current Firm

3

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Money Management

Compliance

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Health, Life

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$15k

Compensation Methods

Based on Assets

Disclosures

RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.rothira.org/disclosure/1892950/rothira-KMK-Financial-Group-detailed-disclosure.html

Disclaimer

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.

RothIRA.org is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RothIRA.org matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RothIRA.org, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© 2026 RothIRA.org. All Rights Reserved.