Founded in 1971 and headquartered in Seattle, Washington, KMS Financial Services, Inc. operated as a full-service independent broker-dealer and a registered investment adviser (RIA). The firm's core mission was to support the success of independent financial professionals by offering a comprehensive platform that included investment products, wealth management services, technology, and compliance oversight. It was known for fostering a collaborative culture and providing personalized support to its network of advisors, primarily in the Western United States. In 2017, KMS was acquired by Ladenburg Thalmann Financial Services, which was subsequently acquired by Advisor Group (now Osaic) in 2020. As a result, KMS has been fully integrated into the Osaic network, and its independent operations have ceased.

Founded in

United States