KMS began its life in Tacoma, Washington, in 1971 and relocated its headquarters to Seattle in 1976. We focus exclusively on supporting the efforts of our associated financial professionals who work with clients to define and implement prudent strategies to address their financial goals and objectives.
KMS financial professionals employ many different business models. We do not manufacture or promote proprietary products. And rather than trying to re-order your practice to our convenience, we are intent on serving the business approach you find most appropriate.
One key to successful investing is to deal with a conscientious, qualified professional – part of a combined team that may also include your attorney and accountant – guiding your deployment of resources to address important financial goals.
KMS offers access to financial professional-directed assets across the industry’s four leading custodial platforms, Pershing LLC, Schwab Institutional, Fidelity Custody & Clearing Solutions and TD Ameritrade Institutional.
Access to non-proprietary programs offering comprehensive, efficient investment solutions from Ladenburg Thalmann Asset Management, Ladenburg Investment Research and Unified Managed Account Solutions
KMS offers services on an advisory fee basis and/or via traditional commission compensation. Investment advisory and financial planning services may include personal consultation and preparation of a written financial plan, ongoing asset allocation and portfolio management.