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Patricia Brown Kummer

KUMMER FINANCIAL STRATEGIES, INC.·HIGHLANDS RANCH, Colorado
Clean recordKUMMER FINANCIAL STRATEGIES, INC.
8871 RIDGELINE BLVD., HIGHLANDS RANCH, CO 80129CRD# 1363057Firm CRD# 112603

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patricia Brown Kummer · HIGHLANDS RANCH, CO
Registration
CRD #1363057 · KUMMER FINANCIAL STRATEGIES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Patricia Brown Kummer is a registered financial advisor based in HIGHLANDS RANCH, Colorado, affiliated with KUMMER FINANCIAL STRATEGIES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
KUMMER FINANCIAL STRATEGIES, INC.
KUMMER FINANCIAL STRATEGIES, INC.
AUM
$237M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at KUMMER FINANCIAL STRATEGIES, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1363057
Firm CRD# 112603
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patricia Brown Kummer offer?
Patricia Brown Kummer specializes in Financial Planning, Investment Management. Contact their office in HIGHLANDS RANCH, Colorado for a consultation.
What are Patricia Brown Kummer's credentials?
Patricia Brown Kummer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia Brown Kummer located?
Patricia Brown Kummer is based in HIGHLANDS RANCH, Colorado, working with KUMMER FINANCIAL STRATEGIES, INC.. Their office serves clients in the HIGHLANDS RANCH metropolitan area and surrounding communities.
How does Patricia Brown Kummer charge for services?
Patricia Brown Kummer's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KUMMER FINANCIAL STRATEGIES, INC.?
KUMMER FINANCIAL STRATEGIES, INC. has approximately 11 employees and manages $237M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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