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).
Total Assets Under Management208MILLION
Total Number of Accounts710ACCOUNTS
Average Account Value$292,627
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, FL, NE
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.