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 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.
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…
JPAdvising
Home Profile Financial Contact Welcome to JP Advising This is the online web presence highlighting Justin Poore MBA, wealth management specialist and tax accountant. To learn more about Justin, please reference the profile link above. Other information may be found at the other links provide…
DAI Financial | Retirement Planning & Consulting
DAI Financial 1501 4TH Ave, Suite 2400 Seattle, WA 98101 Phone: (206) 223-4533 Toll Free: (800) 488-8277 FAX: (206) 812-7549 Home Our Services Employee Sponsored Retirement Plans Fiduciary Support Vendor Evaluation Plan Design Employee Education Legislative Review fi360 Tools About DAI Financial Con…
YouTube
Skip navigation Sign inSearch Loading... Close This video is unavailable. Sorry about that. Watch QueueQueueWatch QueueQueue Remove allDisconnect The next video is startingstop Loading... Watch Queue Queue __count__/__total__ Language: English Location: United States Restricted Mode: Off History Hel…
Home | Lakeside Advisors, Inc.
(206) 285-1730 Menu HomeAbout Privacy StatementE-Delivery Client ConsentOur TeamInvestment PhilosophyPersonal PlanningProducts & ServicesDisclosureNewslettersArt ExhibitsMedia Seattle Times 06.04.2005Seattle Times 08.21.1975Client Center Access One StatementAccess Brokerage AccountsBusiness Conti…
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