Kms Financial Services, Inc

Investment Advisor
in Seattle, WA
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About this Advisor

Katherine Benjamin is a certified financial planner working in Seattle, Washington, who has been in the advisory business for 13 years. Benjamin currently works for Kms Financial Services, Inc. Over the course of their career, they have held roles at Massmutual, Mml Investors Services Inc, Kms Financial Services, Inc and Sage Advisors, LLC. Benjamin holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Arizona, California, Hawaii, Ohio, Virginia, Washington, Oregon and Utah. Kms Financial Services, Inc is a financial advisory business that has its headquarters in Seattle, Washington. The company has offices in 371 locations and a total of 368 advisors. It handles $7 billion in assets under management across its 26,740 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 26,740 client accounts, 20% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Kms Financial Services, Inc offers a number of services, including 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. Fees charged by financial advisors usually depend on which service is provided. Fee types charged by Kms Financial Services, Inc can include any combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 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

1200 Fifth Ave, Suite 830 Sage Advisors, Llc
Seattle, WA 98101

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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

Katherine Benjamin Work History

Katherine has 13 years of experience.

2013 - Present (6 years)

Kms Financial Services, Inc

2013 - Present (6 years)

Sage Advisors, LLC

2005 - 2013 (8 years)


2005 - 2013 (8 years)

Mml Investors Services Inc


Katherine Benjamin has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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