Bonnie KernCRD Number: 1159744
Current Firm: Kms Financial Services, Inc.
Bonnie Kern (CRD# 1159744) is an Investment Advisor Representative working at Kms Financial Services, Inc. in Tacoma, WA and has over 34 years of experience in the finance industry.
Byrne & Company Wealth Management, LLC
Nr Smith & Associates, P.s.
Stapp Financial Planning, Pllc
|Kms Financial Services, Inc.||Seattle, WA||Jun 1983 - Current||34|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1983|
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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV