Our Story

We have been serving financial professionals and investors since 1971.

Throughout that time, we have been dedicated to our mission of advancing the profession of advice to help individuals, families and business owners reach their life goals. This is a vision that is shared by our leadership, our staff and the financial professionals we serve. 

KMS financial professionals employ a range of business models.

Our flexibility enables us to support multiple custodian partnerships and open architecture. As a subsidiary of Ladenburg Thalmann Financial Services, we provide the full range of world-class resources, from institutional-level asset management to trust services.

Our highly responsive executive team and staff frees financial professionals to focus on their clients.

We have an 80-person home office staff, half of whom have either Series 7 or Series 24 securities licenses, and a 1:4 staff to advisor ratio. This is just part of the reason that our average financial professional has been with KMS for 11 years.

Referrals are our greatest compliment.

Financial Professionals who make especially good recruitment candidates for KMS have an appreciation for the service culture of the Pacific Northwest region and are in search of an experienced leadership team that inspires high home-office retention and high advisor satisfaction.

Your Practice. Our Commitment.