Ryan
Slattery

Kms Financial Services, Inc

CRD#6209314
Investment Advisor
in Seattle, WA

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About this Advisor

Ryan Slattery is a financial advisor who works in Seattle, Washington, with 16 years of experience as a financial advisor. Slattery is an employee of Kms Financial Services, Inc. During their career, Slattery has held roles at Wilderness Ridge, Mellow Mushroom, Td Ameritrade, Dm Bruce Assocaites, Sitstay.Com, West Gate Bank, Wireless Zone, School, Kms Financial Services, Inc and State Farm. Slattery maintains Series 66 and Series 63 licenses, designating them as a securities broker, and can serve investors in Arizona and Washington. Kms Financial Services, Inc is a company based out of Seattle, Washington. The investment advisory business has offices in 384 locations and a total of 429 employees. It handles $8 billion in assets under management among its 33,857 client accounts, making it one of the biggest firms in the country by assets under management. The firm advises 16 charities and foundations. Of its 33,857 customer accounts, 30% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, market timing services and educational seminars. A financial advisor's fees typically are based on which services the firm provides the client. However, fees charged by Kms Financial Services, Inc likely include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Series 63

Years of Experience

16 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

2001 Sixth Ave Suite 2801
Seattle, WA 98121-1866

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Kms Financial Services, Inc Brokerage Details

Total Assets Under Management

$8,193,319,355

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

429

WA Average: 46
Total Number of Accounts

33,857

WA Average: 1,499
Average Account Size

$241,998

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

Ryan Slattery Work History

Ryan has 16 years of experience.

2017 - Present (4 years)

Kms Financial Services, Inc

2016 - 2017 (1 year)

State Farm

2016 - 2016 (< 1 year)

Td Ameritrade

2014 - 2016 (2 years)

Td Ameritrade

2014 - 2014 (< 1 year)

Td Ameritrade

2013 - 2014 (1 year)

Wilderness Ridge

2013 - 2014 (1 year)

Mellow Mushroom

2013 - 2013 (< 1 year)

Dm Bruce Assocaites

2012 - 2013 (1 year)

Sitstay.Com

2011 - 2012 (1 year)

West Gate Bank

2010 - 2012 (2 years)

Wireless Zone

2004 - 2010 (6 years)

School

Disclosures

Ryan Slattery has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Kms Financial Services, Inc

Russell Snyder
Mercer Island, WA
Bjorn Hoffman
Seattle, WA
Dean Eisenbraun
Portland, OR
London Cook
Oak Harbor, WA
Sonja Seymour
Seattle, WA
Lynn Snyder
Vancouver, WA
Michelle George
Kirkland, WA
Roy Hundhausen
Bozeman, MT

This content was compiled from the SEC and FINRA.

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