Unclaimed Profile

Patricia Brown Kummer

KUMMER FINANCIAL STRATEGIES, INC.·HIGHLANDS RANCH, Colorado

SIE, Series 7, Series 24, Series 63, Series 65CFPClean record27 years registeredKUMMER 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. · 27 years registered

Brand Profile

Not yet started

Career History

MARINER

Mar 2018 – present

KUMMER FINANCIAL STRATEGIES, LLC

Jan 2018 – Dec 2018

Highlands Ranch, CO

KUMMER FINANCIAL STRATEGIES, INC.

Jan 1999 – Mar 2018

HIGHLANDS RANCH, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 1, 1999

Years registered · 27

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KUMMER FINANCIAL STRATEGIES, INC.

CRD 112603 · SEC 801-61624

AUM

$237M

Regulatory assets under management

Employees

801 client accounts

Services offered by KUMMER FINANCIAL STRATEGIES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KUMMER FINANCIAL STRATEGIES, INC. →

Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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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