Wendi
Ouellette

Kms Financial Services, Inc

CRD#4018547
Investment Advisor
in Portland, OR
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About this Advisor

Wendi Ouellette is a certified financial planner based in Portland, Oregon. Currently a registered financial advisor at Kms Financial Services, Inc, Ouellette has 20 years of work experience. Ouellette has a Series 66 license, which certifies the advisor as both a securities agent and an investment advisor representative. Ouellette is registered to operate based out of Oregon. During their career, Ouellette has held roles at Kms Financial Services Inc and Delta Financial. Kms Financial Services, Inc is headquartered in Portland, Oregon, and operates out of 371 other offices across the United States. As an advisory firm, Kms Financial Services, Inc oversees $7 billion in assets throughout 26,740 client accounts and retains more than 368 people. The firm's total assets under management places it among the biggest investment advisory firms in the nation. The firm manages 20,467 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 20% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. 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 66, Certified Financial Planner

Years of Experience

20 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

6600 Sw 92Nd Ave, Suite 260
Portland, OR 97223

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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

Wendi Ouellette Work History

Wendi has 20 years of experience.

1999 - Present (20 years)

Kms Financial Services Inc

1998 - Present (21 years)

Delta Financial

Disclosures

Wendi Ouellette has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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