Kms Financial Services, Inc
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About this Advisor
Michael Radakovich is a certified financial planner and chartered financial consultant based in Portland, Oregon, who has been in the advisory business for 13 years. Radakovich works at Kms Financial Services, Inc. Their career trajectory has included roles at Mutual Service Corporation, Lpl Financial Corporation, Summit Advisors, LLC and Kms Financial Services, Inc. Radakovich has a Series 63 license, which qualifies them as a securities representative, and is able to serve investors in California, Nevada, Oregon, Virginia, Utah, Florida, Maryland and North Carolina. Kms Financial Services, Inc is an advisory firm that has its headquarters in Portland, Oregon. The company has offices in 371 locations and a total of 368 people on staff. It handles $7 billion in assets among its 26,740 client accounts, placing it among the biggest firms in the nation by assets under management. Of its 26,740 client accounts, 20% belong to high-net-worth clients who have more than $1 million in assets. The firm offers a wide array of services, including 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. Fees charged by financial advisors largely vary depending on the type of services provided. Fee types billed by Kms Financial Services, Inc most likely are comprised of some combination 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
Michael Radakovich Work History
Michael has 13 years of experience.
Kms Financial Services, Inc
Summit Advisors, LLC
Lpl Financial Corporation
Mutual Service Corporation
Michael Radakovich has no disclosures.
Please visit their SEC profile for more details.