Kms Financial Services, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Patricia Solberg is a certified financial planner located in Seattle, Washington. Currently an advisor at Kms Financial Services, Inc, Solberg has an impressive 29 years of professional experience as a registered advisor. Solberg has a Series 63 license, designating them as a securities representative. Solberg is registered to act as a financial advisor in Alaska, Virginia, Washington, California, North Carolina and Oregon. Solberg has spent their entire career at Kms Financial Services, Inc. Kms Financial Services, Inc is based out of Seattle, Washington, and operates out of 371 other offices throughout the United States. In total, Kms Financial Services, Inc manages $7 billion in assets throughout 26,740 accounts and retains more than 368 people. The level of assets currently under the firm's management places it among the largest firms in the United States. The firm manages 20,467 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 20% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Kms Financial Services, Inc can provide 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. The firm's fees may include asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Kms Financial Services, Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Patricia Solberg Work History
Patricia has 29 years of experience.
Kms Financial Services, Inc
Patricia Solberg has no disclosures.
Please visit their SEC profile for more details.