KMS FINANCIAL SERVICES, INC.

KMS FINANCIAL SERVICES, INC. of SEATTLE, WA is an SEC-registered investment adviser (CRD 3866). Regulatory assets under management: $8.2B.

Registration

Officers, owners & control persons (40)

Showing 25 of 40 people.

NameRoleLocation
SNIDER KENNETH MAXCHAIRMAN; SHAREHOLDER
HAMBY MARKCHAIRMAN/CEO; CHAIRMAN/CEO/DIRECTOR; PRESIDENT/CEO
WESTBERG ERIC STANLEYCHAIRMAN & CEO; CHAIRMAN EMERITUS; CHIEF OPERATING OFFICER & GENERAL COUNSEL (+3 more)
PAULSEN KENNETH WARRENCHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER & CHIEF TECHNOLOGY OFFICER; VICE PRESIDENT/CFO
HARLEY SANDRA LYNNDIRECTOR; SR VICE PRESIDENT/ ADVISORY & INSURANCE; VICE PRESIDENT
KROHN AILEEN GAILEXECUTIVE VICE PRESIDENT OF CORPORATE & SPECIAL PROJECTS; EXECUTIVE VICE PRESIDENT - OPERATIONS; MANAGING DIRECTOR / OPERATIONS (+2 more)
LAWRENCE DAVID JOHNASSISTANT VICE PRESIDENT; VICE PRESIDENT; VICE PRESIDENT/ TECHNICAL SERVICES
FORSYTHE TRACY DOUGLASCHIEF COMPLIANCE OFFICER/BOARD SECRETARY; CHIEF COMPLIANCE OFFICER / DIRECTOR; CO-CHIEF COMPLIANCE OFFICER / DIRECTOR (+5 more)
CAMPBELL CAILEN BRUCEVICE PRESIDENT-INFORMATION SERVICES
ZELLERHOFF MARK CHRISTOPHERSECURITIES OPERATIONS PRINCIPAL; SENIOR VICE PRESIDENT OF OPERATIONS; VICE PRESIDENT/ BROKERAGE OPERATIONS (+1 more)
BRETON BERNARD ANDRECHIEF COMPLIANCE OFFICER
HARRINGTON DEBORAH LEEVICE PRESIDENT OF ADVISORY COMPLIANCE
GRIFFITH DOREEN LOUISECHIEF TECHNOLOGY OFFICER
SCHLUETER MATTHEW ADAMEXECUTIVE VICE PRESIDENT, DIRECTOR
SIMS JEFFREY SCOTTCFO; CFO, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER; VICE PRESIDENT OF FINANCE
PRICE JAMES DALECHAIRMAN
SCOTT JULIE DIANNESHAREHOLDER; VICE PRESIDENT / BRANCH ADMINISTRATION; VICE PRESIDENT/ BRANCH ADMINISTRATION (+1 more)
DOUGHERTY CASEY WILLIAMCHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, CHIEF LEGAL OFFICER; CO-CHIEF COMPLIANCE OFFICER (+2 more)
BLANCATO PHILIP SALVATOREDIRECTOR
FORD ERINN JUNEPRESIDENT; PRESIDENT & CEO
MCCLOSKEY MARK THOMASSENIOR VICE PRESIDENT OF COMPLIANCE
ARNOLD ALISON LYNNVICE PRESIDENT/ADVISORY SERVICES
KING NATHANIEL JCHIEF TECHNOLOGY OFFICER; VICE PRESIDENT/INFORMATION SYSTEMS
KAUFMAN BRETT HDIRECTOR
MALAMED ADAM SCOTTDIRECTOR

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