AUMdb
KF

Ksb Financial Services, Llc

State-registered Investment Adviser CRD 172553 · Eugene, OR
☆ Save with Pro ADV data as of Oct 30, 2025
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees
11

People (11)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Bryan Dean Huber Registered representative Aug 2015 (11y)
Donald James Lance Registered representative Aug 2015 (11y)
Jonathan David Powell Registered representative Oct 2023 (3y)
John C Mlynczyk Registered representative Jan 2025 (2y)
Kevin Charles Bell Registered representative Jan 2025 (2y)
Terry Ray Niegel Registered representative Jan 2025 (2y)
Warren William Barnes Registered representative Jan 2025 (2y)
Trever Eugene Campbell Registered representative Oct 2025 (1y)
Haley Christine Lyons Registered representative Jan 2026 (1y)
Steven Eric Ritchie Registered representative Jan 2026 (1y)
James Patrick Deming Registered representative Feb 2026 (1y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 10/30/2025 1.05 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Other fees
  • REFERRAL FEES

Services

  • Other services

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Oct 30, 2025.

View current Form ADV (SEC/IAPD) ↗