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
jbuchanan@haventower.com or jcaris@haventower.com
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SOURCE KMS Financial Services, Inc.