Market Commentary

'Market Commentaries' is the long-running series of articles authored by Daniel Wildermuth, President and CEO, Kalos Financial. Mr. Wildermuth shares his in-depth knowledge of the market as it relates to national and international events, and their effects on the investment world. Sign up to receive the monthly updates below.
Market Commentary Form
Business Practices2020-10-08T14:43:53-04:00

Disclosures

Kalos has many practices in place designed to safeguard our clients and our business. On this page, you will find important information that you may wish to consider when making investments with your Kalos Capital Advisor. Check back periodically for additional disclosures and updated information.

Business Continuity Plan Statement

Best Execution/Monthly Order Flow Statistics

Quarterly Order Routing Information – Rule 606

Bank List

ADV Part 2A

Form CRS (Customer Relationship Summary)

Regulation BI (Best Interest) Disclosure Document

Client Fee Disclosure – NFS Clearing

Client Fee Disclosure – RBC Clearing

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