Kms Financial Services, Inc
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
Years of Experience
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Kms Financial Services, Inc Brokerage Details
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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.
Kms Financial Services, Inc
Dm Bruce Assocaites
West Gate Bank
Ryan Slattery has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Kms Financial Services, Inc
Mercer Island, WA
Oak Harbor, WA