Kms Financial Services, Inc
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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
Years of Experience
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Kms Financial Services, Inc Brokerage Details
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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.
Kms Financial Services, Inc
Bradley Fields has no disclosures.
Please visit their SEC profile for more details.