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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Echelon Group 13 years, 1 month Aug 2004 - Present
Kms Financial Services, Inc. 17 years, 9 months Dec 1999 - Present

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Donald Reiman

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Sep 9, 2016
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Aug 26, 2016
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 Aug. 14, 2017
    • $5.9B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 26K
      Accounts
    • $229.5K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
  • Other