Kummer Financial Strategies, Inc.

Kummer Financial Strategies, Inc. (CRD# 112603) is a financial advisory firm headquartered in Highlands Ranch, CO. They manage $207,765,195 in 710 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.


Financial Advisors at Kummer Financial Strategies, Inc.
Showing 1 - 1 of 1 top financial advisors.
Patricia B. Kummer
CRD#: 1363057
8871 Ridgeline Blvd., Suite 100, Highlands Ranch, CO 80129

Patricia Kummer (CRD# 1363057) is an Investment Advisor Representative working at Kummer Financial Strategies, Inc. in Highlands Ranch, CO and has over 25 years of experience in the finance industry. Patricia Kummer 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.

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