Brienne DylewskiCRD Number: 4591434
Current Firm: Kms Financial Services, Inc.
Brienne Dylewski (CRD# 4591434) is an Investment Advisor Representative working at Kms Financial Services, Inc. in Tucson, AZ and has over 12 years of experience in the finance industry.
First Allied Advisory Services, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Cuso Financial Services, LP
|Financial Architects Advisory, LLC||Tucson, AZ||Dec 2003 - Current||14|
|Kms Financial Services, Inc.||Seattle, WA||Oct 2003 - Current||14|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2005|
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