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 is legally known as KMS FINANCIAL SERVICES, INC.. It is a WA Corporation. This firm has 419 employees, of which 377 are employees in advisory roles. It serves 2951 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Apr 6, 1976.

Home - Whole Family Financial Services

Home About Us Debbie Gianelli, CFP® Services Client Center Contact Us [email protected] Home About Us Debbie Gianelli, CFP® Services Client Center Contact Us Go Whole Family Financial Services Honest • Objective • Experienced Welcome to Whole Family Financial ServicesWhol…

Beard Financial Group

Your resource for financial planning, newsletters, articles, financial calculators, and educational information. Whether you’re looking for Investments, Life Insurance, Health Insurance, Long Term Care Insurance, Medicare Supplement Insurance, Retirement Planning, or Estate Planning…We're here t…

Home | Pacific NW Retirement Planners

Pacific Northwest Retirement PlannersPhone » 503.924.5055Fax » 503.924.5590Toll Free » 877.266.5800fbtw MENU About Pacific Northwest Retirement PlannersEmployee Benefit Design, Inc.MissionTeamUseful LinksServicesOur Clients KMS Client QuarterlyRiskalyzeRiskalyze PDFPartnersResource Center Reti…

COLLIER

Home Services Financial Planning Wealth Management Sustainable Investing Company Retirement Plans About Us Process Team Client Center Appointment Contact Us Home Services Financial Planning Wealth Management Sustainable Investing Company Retirement Plans About Us Process Team Client Center Appointme…

SYNERGY FINANCIAL GROUP, LTD |

|

JG Moormeier Financial

Home About Us What We Do How We Do It Where We Do It Our Investment Philosophy Mukilteo Beacon Articles Contact FINRA's BrokerCheck Sample Reports Sample - Plan - Executive Summary Sample - Plan - Retirement Report Sample - Plan - Kitchen Sink Report Sample - Portfolio Pricing FINRA's BrokerCheck So…

City Fiduciary Group | Financial Advisors | Vancouver, WA | Home

With all the financial options and information available today, it has become difficult for individual investors to make smart financial decisions.

Willis Eckfeldt | Seattle Wealth Management and Financial Planning.

Our client-first practice has established our firm as a lifelong partner to the high-net-worth families, businesses and individuals we serve.

Paul Richardson Agency: Walla Walla's Insurance & Investment Professionals

HomeGet A QuotePersonal InsuranceAutoHomeownersRecreational VehiclesBoatUmbrella PolicyBusiness InsuranceCommercial AutoProperty & LiabilityWineryMedical & DentalLife InsuranceInvestmentsReport A ClaimAbout UsContact Us When Paul Richardson started this company in 1981, he dreamed of using his knowl…

Columbia Benefit Consulting

Columbia Benefit Consulting of Oregon City, Oregon offers informed financial services. Benefit from our integrity and experience as you prepare for the future.

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

All Firms Located Nearby

News

Top Holdings

Period of report: Sep 30, 2014 | Effectiveness Date: Nov 17, 2014

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

All Holdings of the KMS Financial Services Inc