Patrick Funke & Associates, an investment firm headquartered in Phoenix, has joined the KMS Financial Services Inc. platform, according to a news release.
Patrick Funke & Associates, managing $230 million in client assets, specializes in retirement plans and pensions. The team is led by industry veteran Patrick Funke, president of the firm, and his wife, Jennifer, a licensed sales associate.
Under the leadership of KMS CEO Erinn Ford, who joined the company last year as president, KMS has recruited a growing number of practices to its platform, including Gottier Investments in Windsor, Conn., managing $116 million in client assets, and Aeon Wealth Management in Sterling, Va., managing $139 million, for a total of $380 million in client assets, the company said.
Founded in 1971, KMS Financial Services Inc., is a Seattle-based Independent Advisory and Brokerage (IAB) firm and wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc., a diversified financial services company headquartered in Miami.