Kms Financial Services, Inc.

Kms Financial Services, Inc. (CRD# 3866) is a financial advisory firm headquartered in Seattle, WA. They manage $5,173,931,122 in 24,587 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,174
    MILLION
  • Total Number of Accounts
    24,587
    ACCOUNTS
  • Average Account Value
    $210,434
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Kms Financial Services, Inc.
Showing 1 - 10 of 369 top financial advisors.
1
Daniel J. Claric
CRD#: 4797769
1500 Valley River Dr Suite 300, Eugene, OR 97401
98
Wealthminder
score

Daniel Claric (CRD# 4797769) is an Investment Advisor Representative working at Kms Financial Services, Inc. in Eugene, OR and has over 11 years of experience in the finance industry.

2
Scott D. Abrahamson
CRD#: 4299120
4660 Ne Belknap Ct, Suite 217, Hillsboro, OR 97124
96
Wealthminder
score

Scott Abrahamson (CRD# 4299120) is an Investment Advisor Representative working at Kms Financial Services, Inc. in Hillsboro, OR and has over 15 years of experience in the finance industry. Scott Abrahamson 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.

3
Jeffrey C. Albers
CRD#: 2246932
4733 Tacoma Mall Blvd #200, Tacoma, WA 98409
96
Wealthminder
score

Jeffrey Albers (CRD# 2246932) is an Investment Advisor Representative working at Kms Financial Services, Inc. in Tacoma, WA and has over 24 years of experience in the finance industry. Jeffrey Albers 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.

4
Kimberly S. Baker
CRD#: 2486696
1128 Broadway, Longview, WA 98632
96
Wealthminder
score

Kimberly Baker (CRD# 2486696) is an Investment Advisor Representative working at Kms Financial Services, Inc. in Longview, WA and has over 22 years of experience in the finance industry. Kimberly Baker 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.

5
Eric S. Ball
CRD#: 1270410
831a West Morton Avenue, Porterville, CA 93257
96
Wealthminder
score

Eric Ball (CRD# 1270410) is an Investment Advisor Representative working at Kms Financial Services, Inc. in Porterville, CA and has over 19 years of experience in the finance industry. Eric Ball 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.

6
Deborah M. Bassett
CRD#: 4176742
6625 Wagner Way, Suite 202, Gig Harbor, WA 98335
96
Wealthminder
score

Deborah Bassett (CRD# 4176742) is an Investment Advisor Representative working at Kms Financial Services, Inc. in Gig Harbor, WA and has over 16 years of experience in the finance industry.

7
David J. Bodmer
CRD#: 1300575
111 Sw Columbia, Suite 1080, Portland, OR 97201
96
Wealthminder
score

David Bodmer (CRD# 1300575) is an Investment Advisor Representative working at Kms Financial Services, Inc. in Portland, OR and has over 28 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.

8
Sarah E. Brooke
CRD#: 5259315
497 Oakway Rd Suite 300, Eugene, OR 97401
96
Wealthminder
score

Sarah Brooke (CRD# 5259315) is an Investment Advisor Representative working at Kms Financial Services, Inc. in Eugene, OR and has over 9 years of experience in the finance industry. Sarah Brooke 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.

9
William B. Bryant
CRD#: 34041
7600 Ne 41st Street, Suite 125, Vancouver, WA 98662
96
Wealthminder
score

William Bryant (CRD# 34041) is an Investment Advisor Representative working at Kms Financial Services, Inc. in Vancouver, WA and has over 25 years of experience in the finance industry.

10
Benjamin T. Cain
CRD#: 38077
21214 82nd Pl W, Edmonds, WA 98026
96
Wealthminder
score

Benjamin Cain (CRD# 38077) is an Investment Advisor Representative working at Kms Financial Services, Inc. in Edmonds, WA and has over 33 years of experience in the finance industry.

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