KMS Financial Services Recruits Hansen Wealth Management
Firm with Over $330 Million in Client Assets Joins KMS Financial Services
SEATTLE, Dec. 13, 2017 /PRNewswire/ -- KMS Financial Services, Inc. ("KMS"), an independent advisory and brokerage ("IAB") firm supporting 350 financial advisors across the country, today announced the recruitment of Hansen Wealth Management to the firm's broker-dealer and RIA platforms. KMS has a focus on cost-effectively delivering the services and platforms that matter most to advisory professionals, and is a wholly owned subsidiary of Ladenburg Thalmann Financial Services (NYSE American: LTS, LTS PrA).
Headquartered in San Jose, California, and led by veteran financial advisor Blair Hansen, Hansen Wealth Management offers a broad array of services to mass affluent and high net worth investors and families through a team of three licensed professionals. Hansen Wealth Management's client solutions encompass retirement planning, asset management as well as insurance and annuity services. With over $330 million in total client assets, Hansen Wealth Management serves clients through fee-based and traditional brokerage service models.
Eric Westberg, Chief Executive Officer of KMS Financial Services, said, "We're delighted to welcome Hansen Wealth Management to the KMS platform. Hansen Wealth Management's commitment to providing personalized, expert guidance to clients under a responsive, high-touch service culture aligns perfectly with our firm's service approach and our values. KMS has a longstanding, singular focus on empowering well-established, veteran advisors such as Blair Hansen to grow their businesses by providing them with the precise mix of services, support and flexibility they need to reach their vision of success. We look forward to working with the members of the Hansen Wealth Management team as a key strategic partner in the next stage of their ongoing growth story."
Blair Hansen, President of Hansen Wealth Management, said, "My team and I are thrilled to be joining forces with KMS, which has a strong reputation as a hands-on, service-oriented firm that has a highly accessible senior leadership team. After 35 years of serving clients as a financial advisor, I have a clear strategy for the growth of our business, and very clear criteria for what we seek in a broker-dealer partner. KMS offers the ideal combination of boutique service and attention with large company resources and scale through its parent company, Ladenburg Thalmann. KMS provided extremely robust support throughout our transition process to make it as seamless as possible, and we're excited to begin a new chapter as part of the KMS community of advisors."
About Hansen Wealth Management
Hansen Wealth Management provides a comprehensive range of financial advisory services to mass affluent and high net worth individuals and families, from retirement planning and asset management to insurance and annuity services. The firm serves clients according to both fee- and commission-based models depending on their needs, and has over $330 million of client assets.
A multi-generational firm, Hansen Wealth Management is led by 35-year industry veteran Blair Hansen, along with his sons Mark and Eric, who provide support and technological focus for the growing firm. As a respected and experienced advisor, Mr. Hansen is actively involved in working with networks of representatives to help build their businesses, share best practices, and improve their service models.
About KMS Financial Services, Inc.
KMS, an independent advisory and brokerage ("IAB") firm founded in 1971, is a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. and had $17.5 billion in client assets and 350 experienced investment professionals, as of October 2017. KMS representatives have an average industry tenure of 21 years, an average KMS tenure of 11 years and are located across the U.S. KMS offers comprehensive compliance oversight and support, practice management services and training, and the distinct culture of a small, experienced firm with the resources of a much larger enterprise. For more information, please visit www.kms.com.
KMS Financial Services, Inc. is a member of the Financial Industry Regulatory Authority (FINRA) and a member of the Security Investor Protection Corporation (SIPC).
Media Contacts:
Julius Buchanan / Jessica Caris
Haven Tower Group
424 652 6520 ext. 114 or 424 652 6520 ext. 104
[email protected] or [email protected]
SOURCE KMS Financial Services, Inc.
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