Patricia KummerCRD Number: 1363057
Current Firm: Kummer Financial Strategies, Inc.
Patricia Kummer (CRD# 1363057) is an Investment Advisor Representative working at Kummer Financial Strategies, Inc. in Highlands Ranch, CO and has over 25 years of experience in the finance industry. Patricia Kummer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ewealth Consulting, LLC
Anthony Capital, LLC
Fit Financial Consulting LLC
|Kummer Financial Strategies, LLC||Highlands Ranch, CO||Jan 2018 - Current||< 1|
|Mutual Securities Inc.||Highlands Ranch, CO||Jul 2009 - Jan 2018||8|
|Kummer Financial Strategies, Inc.||Highlands Ranch, CO||Nov 1986 - Jan 2018||31|
|Sagepoint Financial, Inc.||Phoenix, AZ||Jan 2009 - Jul 2009||< 1|
|Aig Financial Advisors, Inc.||Phoenix, AZ||Oct 2005 - Jan 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1992|
|S65||NASAA Investment Advisors Law Examination||Sep 1998|
Total Assets Under Management237MILLIONS
Total Number of Accounts801ACCOUNTS
Average Account Value$295,286
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, FL, IL, NE, TX
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