Kms Financial Services, Inc
Answer a few questions and
get matched with an advisor.
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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Kms Financial Services, Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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.
Kms Financial Services, Inc
Leonard Nelson has no disclosures.
Please visit their SEC profile for more details.