Securities Disclosure

Investment regulations including SEC and FINRA registration requirements limit the dissemination of information on investments and services. Therefore, access to this site is intended for and limited to individuals residing in states in which Stephen D. Alison, CFP®, Daniel J. Claric, and Brian B. Foster are FINRA and/or SEC Registered or exempt. Stephen D. Alison, CFP®, Daniel J. Claric, and Brian B. Foster are Registered Representatives and Investment Advisor Representatives of KMS Financial Services, Inc., a FINRA member firm securities licensed in all 50 states. This office, through Stephen D. Alison, CFP®, is registered for securities business with and may provide fee-based advisory services to residents of: AZ, AR, CA, DC, FL, LA, MI, NV, NM, NC, ND, OK, OR, PA, UT, and WA. Daniel J. Claric is registered for securities business with residents of: OR, and CA. Brian B. Foster is registered for securities business with residents of OR.

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