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Qualifications of Financial Advisor in Bend

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Financial Advisors in Bend, Oregon
Financial Advisor Office Location Phone Number
Charles Tompkins, CFP,
KMS Financial Services, Inc.
115 Oregon Ave, Suite 21,
Bend, OR  97701
(541) 668-7511

Information on Qualified Financial Advisors in Bend

Qualifications CRD# 4060464
FirmCRD# 3866
Series 6, 7, 63

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Hourly


Office Location 115 Oregon Ave, Suite 21,
Bend,
OR 
97701
Phone Number (541) 6687511

We provide wealth management services to individuals, trusts and small business clients. Our focus is working with retired clients as well as those nearing retirement. We provide retirement planning, estate planning and insurance planning as part of a comprehensive approach to wealth management.  Charles Tompkins is licensed to offer securities and advisory services through KMS Financial Services, Inc. Member FINRA, SIPC. He attained a BA from the University of Vermont and an MA from Middlebury College. He taught four years at a private school in Greenwich, CT then worked for Edward Jones Investments in Seattle, WA from 2000-2005 before starting his own, independent practice with KMS Financial Services, Inc. in Seattle, WA. We currently serve our clients from offices in Seattle, WA and Bend, OR.

About KMS Financial Services, Inc.

We provide wealth management services to individuals, trusts and small business clients. We specialize in working with retired clients as well as those nearing retirement. We provide retirement planning, estate planning and insurance planning as part of a comprehensive approach to wealth management. Seattle Office: 2208 NW Market Street Suite 507 Seattle, WA 98107