Unclaimed Profile

Melissa Ann Lamarche

KMS FINANCIAL SERVICES, INC.·SEATTLE, Washington

SIE, Series 7, Series 24, Series 66Clean record14 years registeredKMS FINANCIAL SERVICES, INC.

2001 SIXTH AVE STE 2801, SEATTLE, WA 98121CRD# 5983126Firm CRD# 3866

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Melissa Ann Lamarche · SEATTLE, WA

Registration

CRD #5983126 · KMS FINANCIAL SERVICES, INC. · 14 years registered

Brand Profile

Not yet started

Career History

JOHNSON BIXBY

Dec 2024 – present

OSAIC WEALTH, INC.

Jun 2024 – Jul 2024

SCOTTSDALE, AZ

SECURITIES AMERICA ADVISORS, INC.

Nov 2020 – Jun 2024

LA VISTA, NE

KMS FINANCIAL SERVICES, INC

Mar 2012 – Nov 2020

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · March 27, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KMS FINANCIAL SERVICES, INC.

CRD 3866 · SEC 801-11375

AUM

$8.2B

Regulatory assets under management

Employees

429

33,857 client accounts

Services offered by KMS FINANCIAL SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Other advisory services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at KMS FINANCIAL SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Melissa Ann Lamarche offer?

Melissa Ann Lamarche specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SEATTLE, Washington for a consultation.

What are Melissa Ann Lamarche's credentials?

Melissa Ann Lamarche is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Melissa Ann Lamarche located?

Melissa Ann Lamarche is based in SEATTLE, Washington, working with KMS FINANCIAL SERVICES, INC.. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.

How does Melissa Ann Lamarche charge for services?

Melissa Ann Lamarche's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: solicitation or referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KMS FINANCIAL SERVICES, INC.?

KMS FINANCIAL SERVICES, INC. has approximately 429 employees and manages $8.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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