David BodmerCRD Number: 1300575
Current Firm: Kms Financial Services, Inc.
David Bodmer (CRD# 1300575) is an Investment Advisor Representative working at Kms Financial Services, Inc. in Portland, OR and has over 29 years of experience in the finance industry. David Bodmer 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.
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
Secondhalf Planning & Investment, LLC
|Imc, Inc.||Portland, OR||Feb 1989 - Current||28|
|Kms Financial Services, Inc.||Seattle, WA||Feb 1989 - Current||28|
|Al Jeanfreau Associates||Portland, OR||Jun 1984 - Current||33|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1988|
Total Assets Under Management5,174MILLIONS
Total Number of Accounts24,587ACCOUNTS
Average Account Value$210,434
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops