Kms Financial Services, Inc
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About this Advisor
Brent Wells is a certified financial planner working out of Seattle, Washington, with a total of 10 years of professional experience. Wells is on the advisory team at Kms Financial Services, Inc. During their career, the advisor has held roles at Lpl Financial Corp, Independent Financial Group LLC and Kms Financial. Wells maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to operate in Washington. Kms Financial Services, Inc is a financial advisory business operating in Seattle, Washington. The firm has offices in 371 locations and a total of 368 people on staff. It manages $7 billion in assets under management across its 26,740 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 26,740 customer accounts, 20% belong to high-net-worth individuals who have greater than $1 million in assets. Kms Financial Services, Inc offers a number of services, such as 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. Financial advisory fees vary depending on which service is offered. Fees billed by Kms Financial Services, Inc likely include 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
Brent Wells Work History
Brent has 10 years of experience.
Independent Financial Group LLC
Lpl Financial Corp
Brent Wells has no disclosures.
Please visit their SEC profile for more details.