Kyle
Bigler

Kms Financial Services, Inc

CRD#4082947
Investment Advisor
in Pleasant Grove, UT

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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

Series 63, Series 66, Certified Financial Planner

Years of Experience

17 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

Yes

Office Location

922 S State Street Suite 203
Pleasant Grove, UT 84062

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Kms Financial Services, Inc Brokerage Details

Total Assets Under Management

$8,193,319,355

UT Average: $3,566,627,242
Total Number of Employees

429

UT Average: 46
Total Number of Accounts

33,857

UT Average: 1,499
Average Account Size

$241,998

UT 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

Kyle Bigler Work History

Kyle has 17 years of experience.

2016 - Present (4 years)

Kms Financial Services, Inc

2010 - Present (10 years)

Core Financial Inc

2015 - 2016 (1 year)

Mml Investors Services LLC

2015 - 2016 (1 year)

Massmutual Life Insurance Company

2010 - 2015 (5 years)

Symetra Investment Services, Inc

2010 - 2015 (5 years)

Signator Financial Services

2007 - 2010 (3 years)

Insphere Securities, Inc

2006 - 2010 (4 years)

Legacy Resource Group, Inc

2003 - 2010 (7 years)

Beneficial Financial Group

Disclosures

Kyle Bigler has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Kms Financial Services, Inc

Angela Cougle
Bethlehem, PA
Robert Reynolds
Boise, ID
Roy Hundhausen
Bozeman, MT
Eric Hansen
San Jose, CA
Michelle George
Kirkland, WA
Crystal Mcmahon
Olalla, WA
Landon Tan
Kirkland, WA
Deanna Arnold-Frady
Seattle, WA

This content was compiled from the SEC and FINRA.

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