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KMS Financial Services adds Hansen Wealth Management

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KMS Financial Services (KMS), an independent advisory and brokerage (IAB) firm supporting 350 financial advisors across the country, has added 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 USD330 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, says: “We’re delighted to welcome Hansen Wealth Management to the KMS platform. Hansen Wealth Management’s commitment to providing personalised, 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, says: “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.”

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