WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Bend, Oregon. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
|Qualified 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
Series 6, 7, 63
Fee-Based (Fee and Commissions), Based on Assets, Commissions, Flat Fee
115 Oregon Ave, Suite 21,
OR 97701 Phone Number (541) 7977009
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.
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
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A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
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