KSB FINANCIAL SERVICES, LLC
Firm details
- Headquarters
- EUGENE, Oregon
- CRD number
- 172553
- Website
- kernuttstokes.com
- Fee structure
- Other
Firm profile
FINTRXOverview
Ksb Financial Services, LLC operates as a limited liability company focused on providing investment advisory services. The firm is classified as unclassified and does not serve as a capital allocator. Ksb Financial Services is owned by an individual and has a diverse client base, although specific details on the clientele are not disclosed. The firm engages in various business and advisory activities, but it is not recognized as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 11TERRY NIEGEL
PartnerCRD 5551566
DONALD LANCE
PartnerCRD 5551115
BRYAN HUBER
PartnerCRD 4081235
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
EUGENE, OR
LANE
Location
EUGENE, OR
Headquartered in EUGENE, OR, in the West of the United States.
- Region
- West
- County
- LANE
- Address
- 1600 Executive Pkwy
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
REIGN WEALTH LOGIC
RIAEUGENE, OR
INTEGRITY WEALTH LLC
RIAEUGENE, OR
GO WEALTH MANAGEMENT
RIAEUGENE, OR
SITTNER & NELSON, LLC
RIAEUGENE, OR
ROEHL & YI INVESTMENT ADVISORS, LLC
RIAEUGENE, OR
INSIGHT INVESTMENT SOLUTIONS
RIAEUGENE, OR