Bradley
Fields

Kms Financial Services, Inc

CRD#1568741
Investment Advisor
in Portland, OR
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About this Advisor

Bradley Fields is a certified financial planner who works in Portland, Oregon, who has been in the financial industry for 27 years. Fields works at Kms Financial Services, Inc. They have spent the entirety of their career at Kms Financial Services, Inc. Fields maintains a Series 63 license, certifying them as a securities broker, and can serve investors in Alabama, Virginia, Alaska, Arizona, California, Florida, Georgia, Hawaii, Massachusetts, North Carolina, Ohio, Oregon, Texas and Utah. Kms Financial Services, Inc is a registered investment business that has its headquarters in Portland, Oregon. The firm has offices in 371 locations and a total of 368 financial advisors. It administers $7 billion in total assets among its 26,740 client accounts, making it one of the largest firms in the nation by assets under management. Of its 26,740 customer accounts, 20% are associated with high-net-worth clients who have more than $1 million in investable assets. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. Financial advisory fee schedules vary depending on the type of financial services. However, fee types billed by Kms Financial Services, Inc can be comprised of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

27 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

6600 Sw 92Nd Ave, Suite 260
Portland, OR 97223

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Kms Financial Services, Inc Brokerage Details

Total Assets Under Management

$6,400,114,753

OR Average: $3,566,627,242
Total Number of Employees

419

OR Average: 46
Total Number of Accounts

29,380

OR Average: 1,499
Average Account Size

$217,839

OR Average: $2,379,338

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops

Bradley Fields Work History

Bradley has 27 years of experience.

1991 - Present (28 years)

Kms Financial Services, Inc

Disclosures

Bradley Fields has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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