Leonard
Nelson

Kms Financial Services, Inc

CRD#1336235
Investment Advisor
in Portland, OR
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About this Advisor

Leonard Nelson is a certified financial planner located in Portland, Oregon. Currently a registered advisor with Kms Financial Services, Inc, they have gathered 13 years of work experience. Nelson holds Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Nelson is registered to operate based out of Arizona, Oregon and Washington. Nelson has spent their entire career at Kms Financial Services, Inc. Kms Financial Services, Inc is headquartered in Portland, Oregon, and operates out of 371 other brick-and-mortar locations in the country. In total, Kms Financial Services, Inc manages $7 billion in assets throughout 26,740 client accounts and retains more than 368 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the country. The firm manages 20,467 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 20% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Kms Financial Services, Inc can offer 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. The firm's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 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

5901 Sw Macadam Ave Suite 135
Portland, OR 97239

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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

Leonard Nelson Work History

Leonard has 13 years of experience.

2005 - Present (14 years)

Kms Financial Services, Inc

Disclosures

Leonard Nelson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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