KPM Financial provides expert advice on structuring, documenting, pricing, executing, and monitoring interest rate swaps, interest rate caps, and tax-exempt bond proceeds investments. Based on the principle that end users should have the same capabilities as the investment banks with whom they're dealing, KPM Financial brings transparency to one of the most opaque sectors of the capital markets. KPM Financial uses sophisticated modeling capabilities and decades of experience to provide value in the following sectors, markets, and products. Sectors: Healthcare, Higher Education, Municipal. Nonprofit, Real Estate, Corporate Markets: Debt Capital, Derivatives, Investment Agreements Products: Swaps, Rate Caps, Collars, Swaption Strategies, Tax-Exempt Defeasance Escrows
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The KPM Financial annual revenue was $2 million in 2026.
Bryan Kern is the Principal and Owner of KPM Financial.
3 people are employed at KPM Financial.
KPM Financial is based in Charlotte, North Carolina.
The NAICS codes for KPM Financial are [52393, 52, 523, 5239].
The SIC codes for KPM Financial are [62, 628].