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RIA · CRD 115897

Updated:

FINANCIAL MANAGEMENT SERVICES, INC

FINANCIAL MANAGEMENT SERVICES, INC was listed as registered with state securities authorities in the IAPD firm compilation observed on 2026-10-22, with...

Overview

FINANCIAL MANAGEMENT SERVICES, INC was listed as registered with state securities authorities in the IAPD firm compilation observed on 2026-10-22, with approved registrations in KS, MN, OH. In Form ADV filed on 2026-10-06, it reported 6 employees; services including Educational seminars and workshops, Portfolio management for businesses and institutional clients; client categories including Banking or thrift institutions, State or municipal government entities; compensation arrangements including Fixed fees, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. The feed lists only participating state authorities; it does not establish current registration status.

General information

Firm type

Registered Investment Adviser

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