A complete list of active advisors currently associated with Kamson Financial

Warmer can help you find a great advisor at Kamson Financial or one who fits your needs even better.

Kamson Financial Solutions International, LLC is a state-registered investment manager that positions itself to serve pooled vehicles and institutional-type mandates rather than retail individuals. Its Form ADV materials indicate a very small operation — a single advisory professional and no reported advisory clients or assets — and firm communications are presented through standard regulatory disclosure documents. The firm’s approach reflects its principal’s academic and industry background, including multiple advanced degrees and FINRA registrations (Series 6, 7, 63, 65 and 24) alongside life and health insurance credentials and prior agency roles at Prudential and MetLife. The brochure emphasizes written and oral communications for prospective counterparties and notes the principal is self-supervisory. Several of the activities the firm discloses are uncommon among investment managers: it identifies roles that resemble qualified-custodian responsibilities, maintains registrations and experience that allow for commissionable securities and insurance products, and offers non-standard client interfaces such as educational programs and alternative fee arrangements. That combination of custody-related functions, insurance capability, potential commission or hourly engagements, and educational services differentiates it from most peers in the investment-manager category.

To learn more about the advisors currently working at Kamson Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.