Michael
Radakovich

Kms Financial Services, Inc

CRD#1614254
Investment Advisor
in Portland, OR
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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

Series 63, Certified Financial Planner, Chartered Financial Consultant

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

3601 Sw Multnomah Blvd
Portland, OR 97219

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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

Michael Radakovich Work History

Michael has 13 years of experience.

2012 - Present (7 years)

Kms Financial Services, Inc

2011 - 2012 (1 year)

Summit Advisors, LLC

2009 - 2012 (3 years)

Lpl Financial Corporation

2005 - 2009 (4 years)

Mutual Service Corporation

Disclosures

Michael Radakovich has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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