KMS Financial Services Inc
Legal Name: KMS FINANCIAL SERVICES, INC.
Full Contact Details
KMS Financial Services Inc
2001 SIXTH AVE STE 2801, SEATTLE, WA
[206]441-2885
[206]448-4764
Other Info
KMS Financial Services Inc, also known as KMS FINANCIAL SERVICES, INC. is a Washington-based corporation that serves a clientele of 2951 individuals. With a team of 419 professionals, 377 of whom are in advisory roles, the firm strives to provide exceptional financial services to its clients. It has been registered and approved by the U.S Securities and Exchange Commission since April 6, 1976.
Financial Planning | Harris Financial Advisors | United States
Financial Planning, Investment Advice, Insurance, Retirement Plans, Harris Financial Advisors, Financial Advice
Address: 11004 NE 11th Street, Suite 110 Bellevue, Washington 98004 Telephone: (425) 455-4193 E-Mail: [email protected] Sally McCray, CPA, CFP, CFS Managing partner Nicki Schaff Administrative assistant Lisa Lewis Administrative assistant Securities and advisory services off…
Meyer Wealth Management | Portland, OR
At Meyer Wealth Management, we strive to create meaningful, lasting relationships with clients while helping to meet their financial life goals.
KMS Financial Services, Inc.
2001 Sixth Avenue, Suite 2801Seattle, Wa. 98121Phone: 206.441.2885 About KMS Our Story Our Commitment Executive Team Ladenburg Thalmann In the News KMS for Advisors The KMS Difference Services & Support Client Quarterly Safeguarding Information Account Access Account Access Your KMS Advisor Investin…
Skip to main content Home About Us Working With Robin Our Team About LPL Financial Tell A Friend Resources Articles Calculators Flipbooks Newsletters Glossary Tax Library Videos Market Watch Detailed Quotes Symbol Lookup Multi Quote Markets at a Glance Charting Portfolios Account View Login Contact …
Home | Dan Giddens
206-232-1610 Menu HomeCompany About UsPlanning and Investment Advisory ServicesThe Planning ProcessLinksClient Center Access Personal Account(s)InsightsContact UsTools Welcome to Pathways Financial At Pathways Financial we want to know what really matters to you. We know that your needs are as ind…
Harbor Financial Advisors
Skip to main content Home CompanyAbout KurtOur ProcessUseful LinksProducts & ServicesTools VideosFlipbooksNewslettersArticles Calculators Glossary Tax Library Contact Us Planning for the Future, Today! P.O. Box 877 Wauna, WA 98395 Phone: 253-318-7624 Toll free (833) SELL- HIGH Fax: 253 - 884 - 4799 …
Sittner and Nelson | Comprehensive Wealth Management
Sittner and Nelson Our Firm Our Team Wealth Management Resources Contact Us Our Firm Our Team Wealth Management Resources Contact Us Sittner and Nelsonsittnerandnelsonadmin2021-03-11T11:47:45+00:00 WELCOME Sittner & Nelson, LLC is a wealth management firm serving individual, family and business clie…
Direct Owners
-
ADAM SCOTT MALAMED
DIRECTOR owns less than 5%
-
AILEEN GAIL KROHN
EXECUTIVE VICE PRESIDENT - OPERATIONS owns less than 5%
-
ANTHONY GLEN CURRAN
VICE PRESIDENT/ADVISORY OPERATIONS owns less than 5%
-
BRETT H KAUFMAN
DIRECTOR owns less than 5%
-
BRUCE J KING
CHIEF TECHNOLOGY OFFICER owns less than 5%
-
CASEY WILLIAM DOUGHERTY
CHIEF COMPLIANCE OFFICER, CHIEF LEGAL OFFICER owns less than 5%
-
CATHERINE BRENDA LAU-BINGHAM
VICE PRESIDENT OF PROJECT MANAGEMENT OFFICE owns less than 5%
-
DEANNA LYNN ARNOLD-FRADY
VICE PRESIDENT/STRATEGIC GROWTH owns less than 5%
-
DOUGLASS COLLEY MCCRAE
VICE PRESIDENT OF SURVEILLANCE owns less than 5%
-
ERIC STANLEY WESTBERG
CHAIRMAN EMERITUS owns less than 5%
-
ERINN JUNE FORD
PRESIDENT & CEO owns less than 5%
-
HOWARD JOSEPH ENGLEHART
VICE PRESIDENT OF BUSINESS DEVELOPMENT owns less than 5%
-
JEFFREY SCOTT SIMS
CFO, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER owns less than 5%
-
JOSEPH JR GIOVANNIELLO
DIRECTOR owns less than 5%
-
LADENBURG THALMANN FINANCIAL SERVICES INC
OWNER owns 75% or more
-
LINDA LEE HARRINGTON
VICE PRESIDENT OF ADVISORY COMPLIANCE owns less than 5%
-
LUCA OMAR PROCEL
VICE PRESIDENT OF SUPERVISION owns less than 5%
-
MARK CHRISTOPHER ZELLERHOFF
VICE PRESIDENT/ BROKERAGE OPERATIONS owns less than 5%
-
MELISSA ANN LAMARCHE
ASSISTANT VICE PRESIDENT OF PROJECT MANAGEMENT / SR. BUSINESS ANALYST owns less than 5%
-
PHILIP SALVATORE BLANCATO
DIRECTOR owns less than 5%
-
SONJA YATES SEYMOUR
VICE PRESIDENT / INFORMATION SYSTEMS owns less than 5%
-
DOREEN LOUISE GRIFFITH
CHIEF TECHNOLOGY OFFICER owns less than 5%
Firms Located Nearby
News
Top Holdings
- VANGUARD INDEX FDS GROWTH ETF $33,217k
- Apple Inc $26,282k
- Berkshire Hathaway, Inc. $21,119k
- VANGUARD WHITEHALL FDS INC $18,484k
- VANGUARD BD INDEX FD INC $18,099k
- VANGUARD GROUP $16,274k
- VANGUARD BD INDEX FD INC TOTAL BND MRKT $12,156k
- JOHNSON & JOHNSON $11,876k
- GENERAL ELECTRIC CO $10,324k
- MICROSOFT CORP $10,236k