Thomas ZitzmannCRD Number: 4603874
Current Firm: Kms Financial Services, Inc.
Thomas Zitzmann (CRD# 4603874) is an Investment Advisor Representative working at Kms Financial Services, Inc. in Tucson, AZ and has over 14 years of experience in the finance industry.
Cuso Financial Services, LP
Lpl Financial LLC
Cambridge Investment Research Advisors, Inc.
|Kms Financial Services, Inc.||Seattle, WA||May 2003 - Current||14|
|O'connor & Company, P.c.||Anchorage, AK||Dec 2000 - Current||17|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2003|
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