KMS Financial Services, Inc.
Address: 2001 6th Ave #2801, Seattle, WA 98121 Hours: Open ⋅ Closes 4PM Friday8AM–4PMSaturdayClosedSundayClosedMonday8AM–4PMTuesday8AM–4PMWednesday8AM–4PMThursday8AM–4PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (206) 441-2885Category: : : : : : : Place name: Website: Website: http://www.campbell-financial.net/ Category: Financial Institution Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a questionBe the first to ask a questionPopular times Fridays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 9 AM: Usually a little busy6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of KMS Financial Services Inc Posting publicly on the Web Write a review Reviews Be the first to review
KMS Financial Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at KMS Financial Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
KMS Financial Services, Inc. Salaries. You can even request information on how much does KMS Financial Services, Inc. pay if you want to. Learn about salaries, pros and cons of working for KMS Financial Services, Inc. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
39 KMS Financial Services, Inc. employees in database. Find out everything there's to know about KMS Financial Services, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
KMS Financial Services, Inc. Employees
KMS Financial Services, Inc. June 2014 - Present
Clark Capital Management Group March 2004 - June 2014
Skills
Asset Allocation, Fixed Annuities, Retirement Planning
Education
University of Pennsylvania - The Wharton School 2013 — 2013
CERTIFIED INVESTMENT MANAGEMENT ANALYST
Southern Illinois University, Edwardsville 1980 — 1983
Master of Business Administration (M.B.A.), FINANCE AND MARKETING
Gladeview Property Management July 2013 - Present
Gift Help June 2012 - December 2013
OLTIS SOFTWARE, LLC. August 2012 - August 2013
OLTIS SOFTWARE, LLC. June 2012 - July 2013
T.D. Wang Advertising Group, LLC June 2012 - September 2012
T.D. Wang Advertising Group, LLC October 2011 - January 2012
Chinese Student Association (CSA) June 2010 - June 2011
KMS Financial Services, Inc. June 2010 - December 2010
CUTCO Cutlery May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, Social Media, Teamwork, Public Speaking, Windows, English, Illustrator, Facebook, Outlook, Event Planning, Chinese, Mandarin, Social Media Marketing, Marketing, Time Management, Blogging, Social Networking, Marketing Strategy, Sales, Event Management
Education
University of Washington 2008 — 2012
Bachelor of Arts (B.A.), Organizational Communication, General
Sichuan University 2011 — 2011
Foreign Study, Chinese Language and Literature, 3.8
KMS Financial Services, Inc. March 2008 - June 2012
First Southwest Company June 2007 - February 2008
Woodard Insurance, LLP January 2005 - March 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Finance
Education
Seattle Pacific University 2015 — 2017
Master of Arts in Teaching, Elementary Education and Teaching
Texas Christian University - M.J. Neeley School of Business 2002 — 2005
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Abilene Christian University 2001 — 2002
5 Mile Smiles DDS June 2015 - Present
KMS Financial Services, Inc. December 2014 - June 2015
Communities In Schools of Spokane County August 2012 - December 2013
Spokane Parks Foundation January 2012 - April 2012
West Corporation December 2003 - September 2006
Skills
Public Relations, Public Speaking, Advertising, Marketing, Communication, Activism, Cultural Awareness, Diversity, Community Outreach, Community Development, Press Releases, Media Relations, Newsletters, Facebook, Event Planning, Social Networking, Campaigns, Fundraising, Event Management, Social Media, Nonprofits, Volunteer Recruiting, Social Media Marketing, Annual Giving, Youth Mentoring, Community Service, Youth Development, Social Media Outreach, Strategic Communications, Crisis Communications, Internal Communications, Marketing Communications, Editing, Grant Writing, Community Engagement, Email Marketing, Online Marketing, WordPress, Volunteer Management, Corporate Communications, Brand Development, Online Advertising, Marketing Strategy, PowerPoint, Publicity, Market Research, Speech Writing, Strategic Public..., Customer Service, Blogging
Education
Gonzaga University 2011 — 2014
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Spokane Falls Community College 2009 — 2011
Associate of Arts (AA), Communication, General
E.K. Riley Investments, LLC June 2003 - June 2015
KMS Financial Services, Inc. May 2001 - June 2003
Wells Fargo Advisors August 2000 - May 2001
Skills
Securities, Investments, Mutual Funds, Equities, Investment Advisory, Wealth Management, Bonds, Asset Management, Investment Strategies, Investment Management, Asset Allocation, Financial Advisory
Education
University of Washington
Cornish College of the Arts
Highline Community College
KMS Financial Services, Inc. November 2007 - Present
Purcell Advisory Services, LLC February 2005 - January 2010
Northwestern Mutual Life February 2003 - February 2005
Russell Investment Group December 2000 - January 2003
Skills
Investments, Retirement, 401k, Financial Planning, Retirement Planning, Investment Advisory
Education
Central Washington University 1989 — 1993
BS, Finance
Limeade March 2015 - Present
Google Inc. via Aerorek June 2013 - Present
Central Washington University January 2010 - May 2013
KMS Financial Services, Inc. July 2012 - September 2012
Mad Anthony's Inc. August 2010 - June 2012
Belton Chalet's June 2011 - August 2011
Skills
Hiking, Camping, Backpacking, Networking, Web Design, Web Application Security, Project Management, Leadership, Administrative..., Forecasting, Ski, Snowboarding, Photoshop Elements, Microsoft Office, Computers, Crisis Management, Survival Training, Meeting Planning, Managing Database, SQL, HTML 5
Education
Central Washington University 2009 — 2013
Bachelor of Science (B.S.), Information Technology Administrative Management
Bishop Blanchet High School 2005 — 2009
Diploma
Socrata January 2015 - Present
KMS Financial Services, Inc. June 2014 - September 2014
Keiretsu Forum October 2013 - June 2014
Skills
Accounting, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Social Networking, Customer Service, Public Speaking, Marketing, Time Management
Education
University of Washington, Michael G. Foster School of Business 2011 — 2015
Finance, Finance, General
Gonzaga University
Gonzaga University
Future Planning Systems, Inc. January 2012 - Present
KMS Financial Services, Inc. March 2010 - December 2012
Communications Design & Consulting, LLC June 1999 - December 2012
Monaco Coach February 2004 - October 2008
ContiNet, LLC May 1995 - May 1999
Education
Southern Oregon University 1981 — 1985
Bachelor of Science (BS), Economics
NorthWest Investment and Retirement Group, LLC July 2011 - Present
Dimension Resources 1983 - Present
KMS Financial Services, Inc. 1982 - Present
Crown Zellerbach Corp. 1971 - 1982
US Navy August 1967 - August 1971
Skills
Retirement Planning, Estate Planning, Retirement, Investments, Asset Allocation, Investment Advisory, Investment Management, Financial Services, Life Insurance, Small Business, Employee Benefits, Personal Finance
Education
Portland State University - School of Business 1972 — 1974
MBA, Finance, Marketing
University of Notre Dame 1963 — 1967
BSME, Engineering
KMS Financial Services, Inc. September 2015 - Present
Oki Golf May 2015 - September 2015
Saint Martin's University May 2014 - August 2014
Saint Martin's University May 2013 - August 2013
Mililani Consolidated Theatres May 2011 - August 2011
Skills
PowerPoint, Critical Thinking, Microsoft Office, Microsoft Word, Microsoft Excel, Teamwork, Marketing, Time Management, Leadership, Research, Social Networking, Event Planning, Strategic Planning, Facebook, Accounting, Nonprofits, Data Entry, Public Speaking, Social Media, Customer Service, Communication, Outlook, Team Leadership, QuickBooks, Financial Accounting, Financial Analysis, Coaching, Cost Accounting
Education
Saint Martin's University 2011 — 2015
Bachelor's Degree in Accounting, Accounting, 3.53 cumulative GPA
KMS Financial Services, Inc. October 2010 - Present
Beard Financial Group February 2002 - Present
Financial Advisor, NEXT Financial Group, Inc. March 2002 - September 2010
Skills
Investments, Financial Planning, Insurance Planning
Education
Bakersfield College
Ameriprise Financial Services, Inc. March 2015 - Present
Servatron, Inc. January 2015 - March 2015
Ameriprise Financial Services, Inc. September 2013 - December 2014
Choice Management LLC. September 2009 - March 2013
KMS Financial Services, Inc. December 2003 - September 2009
ETMA / Three-Five Systems 2001 - 2003
Insight Electronics 2000 - 2001
Skills
Customer Service, Microsoft Excel, Outlook, Microsoft Office, Marketing, Microsoft Word, Project Planning, Budgets, Accounts Payable, Accounts Receivable, Purchasing, Sales, QuickBooks, Forecasting, Strategic Financial..., Project Management, Program Management
Education
Central Washington University 1999 — 2000
Bachelor of Business, Business Administration
Lake Washington High School 1993 — 1995
KeyBank 2015 - Present
Open Door Baptist Church June 2008 - May 2015
Wells Fargo Bank August 2006 - May 2008
KMS Financial Services, Inc. May 2002 - June 2006
Skills
Preaching, Theology, Biblical Studies, Religion, Pastoral Care, Nonprofits, Public Speaking, Discipleship, Youth Ministry, Volunteer Management, Church Events, Missions, Community Outreach, Customer Service, Microsoft Office, Pastoral Counseling, Event Planning, Microsoft Word, PowerPoint, Microsoft Excel, Leadership, Finance, Investments, Portfolio Management, Communication, Retirement Planning, Sales, Teaching, Banking, Strategic Planning, Team Building, Management, Coaching, Fundraising, Leadership Development, Training
Education
Grace Bible College 2013 — 2015
Bachelor of Science (B.S.), Leadership and Ministry, 4.0 (with High Honor)
Open Door Bible Institute 2007 — 2010
Pastoral and Biblical Studies, 4.0
KMS Financial Services, Inc. August 2013 - Present
Guidant Financial Group April 2012 - January 2013
Wells Fargo September 2008 - June 2011
Wells Fargo December 2007 - August 2008
Skills
Sales, Team Leadership, Customer Service, Leadership, Finance, Banking, Small Business, Insurance
Education
Oregon State University 2003 — 2007
B.S., Business Administration - Finance Option
KMS Financial Services, Inc. June 2007 - Present
KMS Financial Services, Inc. 2007 - 2015
KMS Financial Services, Inc. 2007 - 2015
KMS Financial Services, Inc. 2007 - 2015
H&M October 2005 - May 2007
Harvest Restaurant November 2005 - July 2006
Illinois Transportation Archaeological Research Program April 2005 - September 2005
Skills
Accounts Payable, Bookkeeping, Payroll, Self-starter, Learning Quickly, Organization &..., Exceeding Expectations, Peachtree, Microsoft Office, Interpersonal..., Series 7, Series 66, Time Management, Financial Analysis, Accounts Receivable, Finance
Education
University of Washington 2008 — 2009
Certificate Program, Museology/Museum Studies
Southern Illinois University, Edwardsville 2001 — 2005
Bachelor of Arts (B.A.), Anthropology, Magna Cum Laude
KMS Financial Services, Inc.
Skills
Series 63, Series 24, Financial Services, Series 7, Mutual Funds, Securities, Investments
Education
University of Puget Sound 1982 — 1986
Bachelor of Arts (BA), Economics
KMS Financial Services, Inc. April 2009 - Present
Skills
Investment Advisory, Retirement, Estate Planning, Financial Services, Asset Management, Series 63, Wealth Management, Retirement Planning, Securities, Mutual Funds, Financial Analysis, Portfolio Management, Risk Management, Insurance, Intergenerational..., Public Speaking, Investments, Education Funding, Financial Advisory, Strategic Planning, Strategic Financial..., 401k, Income Tax, Financial Planners, Multi-generational..., Wealth, Asset Allocation, Leadership, Series 7, Uniform Combined State..., Wealth Management...
Education
Stanford University
MS, Engineering Economic Systems
University of Oregon School of Law
JD
University of Washington School of Law
LLM, Taxation
KMS Financial Services, Inc. March 2002 - Present
Skills
Finance, Investment Advisory, Investments
Education
Gonzaga University - School of Business Administration 1997 — 1999
MBA, Finance
Denison University 1993 — 1997
BA, Economics and Psychology
Auburn Tridea January 2006 - Present
KMS Financial Services, Inc. 2011 - 2013
Nationwide Financial 1995 - 2002
Security Benefit 1988 - 1995
Thomson McKinnon 1982 - 1988
Hallmark Cards 1980 - 1982
Skills
Retirement Planning, Series 7, Mutual Funds, 401k, Investments, Series 63, Financial Services, Securities, Finance, Asset Allocation, Retirement, Wealth Management, Fixed Annuities, Financial Planning
Education
The University of North Dakota 1974 — 1978
BSBA, Marketing
Douglas High School 1972 — 1974
diploma
KMS Financial Services, Inc. February 2002 - Present
BECU Financial Services August 1993 - February 2002
Skills
Retirement, Wealth Management
Education
The American College 1995 — 2005
CLU, ChFC, RHU, REBC, CASL, Financial Planning with a focus on Seniors
88 Prosperity Wealth Management/ Affiliated with KMS Financial Servcies, Inc., member FINRA/SIPC. September 2005 - Present
KMS Financial Services, Inc. 2005 - Present
Morgan Stanley February 2001 - July 2005
Cohig & Associates September 1995 - January 2001
Chatfield Dean & Co. June 1990 - September 1995
Skills
Strategic Financial..., Entrepreneurship, Roth IRA, Asset Allocation, Strategic Planning, Tax-advantaged..., Financial Analysis, College Savings Plans, 401k Rollovers, Investment Strategies, Alternative Investments, Strategic income..., Cash Flow Statements, Retirement income..., Modern Portfolio Theory
Education
Harvard Business School 2012 — 2012
Executive Education
Top Producer Institute (CA) 2005 — 2006
IRA Stragegic Plannings and IRA Rollovers
Morgan Stanley Sales Training 2001 — 2001
Business Development, Ethics, Prospectings, Marketing, and Products Knowledge.
University of Washington 1984 — 1990
Bachelor's Degree, Mathematics
BOZARTH WEALTH MANAGEMENT INC. January 2014 - Present
KMS Financial Services, Inc. March 2013 - December 2013
Bozzi Media (aka Northwest Best Direct, Inc.) April 2011 - October 2012
Bozzi Media March 2011 - October 2012
George S. May March 2009 - October 2010
Murphy Enterprises Inc February 1992 - October 2001
Skills
Business Development, Public Relations, Social Media, Advertising, Marketing, Press Releases, Media Relations, Social Networking, New Business Development, Event Planning, Sales, Copywriting, Customer Service, Public Speaking, Crisis Communications, Event Management, Blogging, Market Research, Newsletters, Editing, Fundraising, Lead Generation, Management, Direct Sales, Social Media Marketing, Small Business, Cold Calling, Marketing Strategy
Education
Eastern Washington University 2006 — 2010
Bachelor of Arts, Business and Communication
Boeing June 2014 - Present
Invitation Homes December 2013 - June 2014
Guckenheimer December 2012 - December 2013
Elephant &Castle Pub August 2011 - December 2012
Red Robin March 2004 - October 2011
KMS Financial Services, Inc. November 2010 - June 2011
Skills
Outlook, Leadership, Training, Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Filing, Fax, Analysis, Project Planning, Office Equipment, Multi-line Phone, Administrative Work
Education
University of Washington, Michael G. Foster School of Business 2007 — 2010
Bachelor's, Business Administration/Operations Management Option
Spokane Community College 2005 — 2007
Associate's Degree, Business
KMS Financial Services, Inc. July 2015 - Present
KMS Financial Services, Inc. November 2011 - July 2015
KMS Financial Services, Inc. August 2010 - November 2011
KMS Financial Services, Inc. March 2009 - August 2010
Wells Fargo Advisors February 2009 - March 2009
Citco Global Services December 2007 - January 2009
Wachovia, A Wells Fargo Company November 2006 - November 2007
Wachovia, A Wells Fargo Company June 2006 - November 2006
Wachovia, A Wells Fargo Company March 2005 - June 2006
Wachovia, A Wells Fargo Company December 2004 - March 2005
Skills
Series 24, Hedge Funds, Series 7, Financial Services, Retirement, Customer Service, Microsoft Excel, PowerPoint, Series 66, AIF, Access, Variable Annuities, ERISA, WA insurance license, Brainshark
Education
University of Phoenix 2002 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
The University of New Mexico 1991 — 1993
Biology/Biological Sciences, General
La Cueva
Golden Media 2005 - 2009
KMS Financial Services, Inc. May 1998 - September 2007
Denver Police Department February 2003 - June 2003
Education
University of Colorado Denver 2002 — 2004
Psychology
Rita Bass Trauma and EMS Education Institute 2003 — 2003
EMT Basic Certification, EMS
Washington State University 1994 — 1996
Psychology
Asset Realty Group January 2007 - Present
Boeing Commercial Airplanes June 2005 - Present
Wells Fargo Bank January 2003 - May 2005
KMS Financial Services, Inc. January 2001 - January 2003
Skills
Financial Analysis
Education
Seattle University 2007 — 2009
MBA, Business Adminstration
University of Washington 2001 — 2005
Business Adminstration, Finance and Marketing
KMS Financial Services, Inc. April 2015 - Present
Philips Healthcare January 2014 - January 2015
Biking Bilboards March 2013 - January 2014
Russell Investments March 2013 - November 2013
Marketing / Project Planning & Implementation 2010 - 2013
Forward Management 2008 - 2010
Accessor Capital Management 1999 - 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Entrepreneurship
Education
Purdue University 1985 — 1989
Bachelor of Arts (B.A.), Marketing and Communications
Carmel High School 1981 — 1985
Sligo Publishing Company November 1995 - Present
Tacoma Kiwanis 1991 - 2013
KMS Financial Services, Inc. January 1991 - January 1995
Weyerhaeuser July 1964 - January 1991
Skills
Entertainment, Blogging, Accounting, Editing, Public Speaking, Books, Proofreading, Freelance Writing, Copy Editing, Fundraising, Creative Writing, Press Releases, Storytelling, Publishing, Copywriting, Journalism, Newsletters, Editorial, Fiction, Publications, Publicity, Novels, Content Development, Non-fiction, Content Strategy, New Media, Ebooks, Published Author, Online Journalism, History, News Writing, Poetry, Screenwriting, Radio, Literature, Public Relations, Newspapers, AP Style, Web Content, Short Stories, Research, Feature Articles, Social Networking, Magazines, Facebook, Media Relations, Nonprofits, Social Media, Speech Writing, Music
Education
Pacific Lutheran University - School of Business 1972 — 1978
Master of Business Administration (M.B.A.)
La Salle University 1952 — 1957
BS, Accounting
North Catholic High - Philadelphia 1948 — 1951
KMS Financial Services, Inc. July 2014 - Present
Bank of America July 2012 - January 2014
In-Home Care July 2006 - February 2009
Wells Fargo Trust Dept January 1995 - January 1999
Federal Home Loan Bank November 1993 - January 1995
Pacific Southwest Bank January 1993 - November 1993
Watsonville Federal Savings and Loan February 1989 - October 1992
Skills
Banking, Loans, Mortgage Lending, FHA, Finance, Customer Service, Investment Properties, VA Loans, Loan Origination
Education
Troy University Dothan 1987 — 1988
Bachelor of Science (BS), Biology, General
KMS Financial Services, Inc. October 2008 - Present
VALIC January 2004 - September 2008
Edward Jones September 2000 - December 2003
Skills
I work with clients to..., Securities Licensed in..., Advisory Licensed in..., Insurance Licensed in..., FINRA Licensed 7, 63, 66
Education
Eastern Oregon University 1990 — 1993
Bachelors of Science, Business Administration, Economics, & Accounting
KMS Financial Services, Inc. August 2014 - Present
VALIC 2011 - 2013
CUNA Mutual Group January 2008 - October 2011
Nike January 2001 - October 2006
Skills
Series 7, Series 66
Education
Oregon State University
Bachelor of Science (B.S.), Merchanding Management and Business Administration
Portland State University
Business Administration and Management, General
KMS Financial Services, Inc. February 2010 - March 2013
Xerox 2012 - 2013
Internal Revenue Service October 2008 - January 2010
Sallie Mae June 2005 - August 2008
Education
Ivy Tech Community College 2012 — 2014
Business, Management, Marketing, and Related Support Services
Lawrence Central Highschool 2001 — 2005
Highschool Diploma, College Prep, 3.84