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Overview

Services

Advisor Services

  • Financial Planning

  • Pension Consulting

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Kms Financial Services, Inc 4 years, 8 months Jun 2011 - Present
Pacific West Financial Consultants, Inc. 8 years, 5 months Jan 2003 - Jun 2011
Pacific West Securities, Inc. 13 years, 5 months Jan 1998 - Jun 2011
Northwest Capital 27 years, 7 months Jul 1988 - Present
Are You
Amy Marie Hedrick?
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Designations & Memberships

Membership information not available

Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    1
  • as of date
    Oct 27, 2015
FINRA
FINRA
  • license status
    Registered
  • disclosures
    1
  • as of date
    Oct 27, 2015
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Kms Financial Services, Inc

Last updated on March 31, 2015
    • $4.7B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 20K
      Accounts
    • $239.2K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
  • Solicitation Or Referral Fees
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