Kms Financial Services, Inc

Investment Advisor
in Seattle, WA
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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

Series 63, Series 66, Certified Financial Planner

Years of Experience

10 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



Office Location

2001 Sixth Ave Suite 2801
Seattle, WA 98121-1866

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Kms Financial Services, Inc Brokerage Details

Total Assets Under Management


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


WA Average: 46
Total Number of Accounts


WA Average: 1,499
Average Account Size


WA 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

Brent Wells Work History

Brent has 10 years of experience.

2018 - Present (1 year)

Kms Financial

2014 - 2018 (4 years)

Independent Financial Group LLC

2008 - 2014 (6 years)

Lpl Financial Corp


Brent Wells has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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