Kms Financial Services, Inc
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About this Advisor
Kyle Bigler is a certified financial planner who lives in Pleasant Grove, Utah. Currently an advisor at Kms Financial Services, Inc, Bigler has 17 years of professional experience in the financial advisory industry. Bigler maintains Series 63 and Series 66 licenses, qualifying the advisor as a securities representative. Bigler is able to work with clients based out of California, Oregon and Utah. Over the course of their career, they have held roles at Beneficial Financial Group, Legacy Resource Group, Inc, Insphere Securities, Inc, Symetra Investment Services, Inc, Core Financial Inc, Signator Financial Services, Mml Investors Services LLC, Massmutual Life Insurance Company and Kms Financial Services, Inc. Kms Financial Services, Inc is headquartered in Pleasant Grove, Utah, and operates out of 384 other locations in the nation. In total, Kms Financial Services, Inc oversees $8 billion in assets across 33,857 accounts and retains more than 429 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the United States. The firm manages 28,028 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 30% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Kms Financial Services, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, market timing services and educational seminars. The firm may charge clients 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
Kyle Bigler Work History
Kyle has 17 years of experience.
Kms Financial Services, Inc
Core Financial Inc
Mml Investors Services LLC
Massmutual Life Insurance Company
Symetra Investment Services, Inc
Signator Financial Services
Insphere Securities, Inc
Legacy Resource Group, Inc
Beneficial Financial Group
Kyle Bigler has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Kms Financial Services, Inc
San Jose, CA