Patricia
Solberg

Kms Financial Services, Inc

CRD#1157547
Investment Advisor
in Seattle, WA
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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

Series 63, Certified Financial Planner

Years of Experience

29 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

1455 Nw Leary Way Suite 400
Seattle, WA 98107

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Kms Financial Services, Inc Brokerage Details

Total Assets Under Management

$6,792,992,187

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

368

WA Average: 46
Total Number of Accounts

26,740

WA Average: 1,499
Average Account Size

$254,039

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 businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Market timing services
  • Educational seminars/workshops

Patricia Solberg Work History

Patricia has 29 years of experience.

1989 - Present (30 years)

Kms Financial Services, Inc

Disclosures

Patricia Solberg has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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