PECK, TOMPKINS & HUNDHAUSEN Financial Planning and Investments
406.587.4300 2066 Stadium Dr. Suite 102, Bozeman,MT 59715
This site is for informational purposes only and is not an offer to sell or a solicitation to buy any securities or investment advisory services which may be referenced herein. Securities and advisory services offered, in states where licensed, exclusively through Lauren Peck, Ed Tompkins and Jason Hundhausen as registered securities and advisory representatives of KMS Financial Services, Inc., member FINRA, SIPC and a SEC Registered Investment Advisor. While we are registered in a number of states, we may only offer services in states in which we have been properly registered or are exempt from registration. Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you.
We enjoy considerable flexibility in structuring the way we work with clients. Services are offered on a fee basis as an alternative to traditional commission-based compensation. We do so via our long term affiliation with KMS Financial Services, Inc.
Investment advisory and financial planning services may include personal consultation and the preparation of a written financial plan as well as ongoing asset allocation and portfolio management. We may perform these services personally or help you select and monitor "third-party" portfolio managers.
Different programs can accommodate a wide range of account sizes and investment objectives. Your long-term financial goals and level of risk tolerance are the key to defining an appropriate approach.
Retirement Service for Individuals & Businesses
Through our relationship with KMS Financial Services, Inc. in Seattle, we provide access to publicly traded stocks, bonds, and options, plus a wide range of mutual funds, ETF's, unit investment trusts, variable life and annuity products, and cash management services.
KMS is a well established, independently operated, wholly owned subsidiary of Ladenburg Thalmann Financial Services, Inc. Our office has used their services for over 20 years. Your accounts may be maintained directly with an investment sponsor (a mutual fund or insurance company, for example) or in a brokerage account.
Our office offers a variety of options to meet the needs of an individual's retirement goals or that of a business and its employees. Ask for a hypothetical comparison to see how we can meet your objectives, compete on expenses and provide solid advice.
Variable & Fixed Annuities
Variable and Fixed Annuity contracts combine insurance features with market-based investments. We have access to a wide variety of companies which are subject to both insurance and securities regulation.
To find out more, please contact our office at (406) 587-4300.