Insights

Strategic Partnership Kummer Financial Strategies recently entered a partnership with Mariner Wealth Advisors in October 2017, signaling openness to collaboration and potential for joint client acquisition, cross-referrals, and expanded service offerings.

Growth Target With a revenue range of 1M to 10M and a small employee base (2-10), KFS appears positioned for growth through advisory scale, value-added services, and potential back-office outsourcing or technology-enabled advisory platforms.

Regulatory State As an SEC registered investment advisor located in Colorado, KFS may be receptive to governance, compliance enhancements, and technology solutions that simplify regulatory reporting, client disclosures, and risk management.

Technology Fit Publicly listed tech stack details are limited, creating an opportunity to introduce modern RIA tech platforms (CRM, portfolio management, fintech integrations) to improve efficiency and client experience for a lean advisory team.

Enterprise Readiness KFS highlights customized planning and scalable services, suggesting a need for scalable outsourcing options, back-office support, and institutional-grade solutions that can handle evolving client needs and regulatory expectations.

Similar companies to Kummer Financial Strategies, Inc.

Media & News

Mariner Wealth Advisors, LLC partnered with Kummerfinancial on Oct 15th '17.
The partnership with Kummer Financial Strategies is the latest development in Mariner Wealth Advisors' recently announced aggressive growth strategy.
Nov 14, 2017 | www.marinerwealthadvisors.com

Kummer Financial Strategies, Inc.'s Email Address Formats

Kummer Financial Strategies, Inc. uses at least 1 format(s):

Kummer Financial Strategies, Inc. Email Formats	Example	Percentage

Frequently Asked Questions

What is Kummer Financial Strategies, Inc.'s phone number?

You can contact Kummer Financial Strategies, Inc.'s main corporate office by phone at

+1-303-470-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Kummer Financial Strategies, Inc.'s official website and social media links?

Kummer Financial Strategies, Inc.'s official website is kummerfinancial.com and has social profiles on LinkedIn.

How much revenue does Kummer Financial Strategies, Inc. generate?

As of August 2026, Kummer Financial Strategies, Inc.'s annual revenue is estimated to be $1M - $10M.

What is Kummer Financial Strategies, Inc.'s NAICS code?

Kummer Financial Strategies, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Kummer Financial Strategies, Inc. have currently?

As of August 2026, Kummer Financial Strategies, Inc. has approximately 2 employees across 2 continents, including North AmericaEurope. Key team members include Client Accounts Assistant: A. S.Para Planner And Assistant: B. T.Certified Financial Planner: P. D.. Explore Kummer Financial Strategies, Inc.'s employee directory with LeadIQ.

What industry does Kummer Financial Strategies, Inc. belong to?

Kummer Financial Strategies, Inc. operates in the Financial Services industry.

Kummer Financial Strategies, Inc.

Q: What is Kummer Financial Strategies, Inc.'s NAICS code?

Kummer Financial Strategies, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesColorado, United States2-10 Employees

Kummer Financial Strategies, Inc. is a SEC-registered investment adviser based in Highlands Ranch, Colorado. The firm provides financial planning and investment advisory services tailored to address clients’ evolving needs in a changing market. With a small professional team, it offers a range of services designed to help clients pursue both short- and long-term financial goals. A notable development in its history is the 2017 partnership with Mariner Wealth Advisors. The firm notes that third-party rankings or recognitions do not guarantee future investment performance and directs readers to disclosures on its website. Interested individuals can request a complimentary consultation to review their financial situation and the services available.