Michaela
Anderson

Kms Financial Services, Inc

CRD#6529088
Investment Advisor
in Seattle, WA
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About this Advisor

Michaela Anderson is a certified financial planner working in Seattle, Washington, who has been in the advisory business for 11 years. Anderson currently works for Kms Financial Services, Inc. The advisor has gained experience at Ashland School District, Sage Advisors, LLC, University Of Portland, Rogue Credit Union and Ashland High School. Anderson has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California, Washington and Oregon. Kms Financial Services, Inc is a registered investment business that has its headquarters in Seattle, Washington. It has offices in 371 locations and a total of 368 people on staff. It handles $7 billion in assets under management among its 26,740 accounts, making it one of the largest firms in the nation by assets under management. Of its 26,740 accounts, 20% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The company provides 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 usually vary depending on which services the firm provides the client. However, fees billed by Kms Financial Services, Inc can consist of any combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 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

No

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

$6,400,114,753

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

419

WA Average: 46
Total Number of Accounts

29,380

WA Average: 1,499
Average Account Size

$217,839

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

Michaela Anderson Work History

Michaela has 11 years of experience.

2014 - Present (5 years)

Sage Advisors, LLC

2013 - 2014 (1 year)

University Of Portland

2011 - 2015 (4 years)

University Of Portland

2011 - 2015 (4 years)

University Of Portland

2009 - 2011 (2 years)

Ashland School District

2009 - 2014 (5 years)

Rogue Credit Union

2007 - 2011 (4 years)

Ashland High School

Disclosures

Michaela Anderson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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