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IRA Distribution Strategies Expert


Accredited Investment Fiduciary - AIF®

Kurt Millikin and Kristi Mandt, the principals of Millikin Mandt Associates, Inc., A Washington Corporation offer securities through KMS Financial Services, Inc. A registered broker/dealer.  Member FINRA/SIPC. KMS maintains a clearing relationship with Pershing, LLC. Services only available in states we are licensed in.

This site has been published in the United States for residents of the United States.  This site has been prepared for informational purposes only and does not constitute an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. The information contained herein was current as of publication but is subject to change without notice. The information contained herein was obtained from sources believed to be reliable, however, we make no guarantee regarding its accuracy or completeness.

Neither KMS Financial Services, Inc. nor Pershing, LLC endorse or support this web site, nor are they affiliated with Millikin Mandt Associates, Inc.

Inclusion of "hypertext links" and/or "hyperlinks" is in no way a recommendation or endorsement of said companies or services. Millikin Mandt Associates, Inc. has made these sites available as a convenience, but they are used at your own risk. Neither Millikin Mandt Associates, Inc. nor KMS Financial Services, Inc. is responsible for the content or performance of any linked site. Neither Millikin Mandt Associates, Inc. nor KMS Financial Services, Inc. are liable for any harm caused by the use of this site to any software, hardware, data or property of the user that may assess, delete, damage, disable, disrupt, or otherwise impede the operation or function of the user's system through access to the site(s).

Average annual total return and total return measure net investment income and capital gain or loss from portfolio investments, assuming reinvestment of dividends.  Average annual total return reflects annualized change while total return reflects aggregate change.

Performance figures are for PAST performance which is NOT necessarily an indication of future results. During the period described, fund share prices fluctuated so that an investor's shares, when redeemed, may have been worth more or less than their original cost.

The Moderate Allocation Model reflects the market expectations of the authors, Kristi Mandt and Kurt Millikin, and is not intended as a specific recommendation for any particular individual. This allocation model, as well as the opinions expressed herein, are based on the views of the authors and are not necessarily those of KMS Financial Services, Inc. Numbers were obtained from sources believed to be reliable but are not guaranteed.

Vesting and plan provision information are subject to verification.  In the case of any discrepancies the plan document shall govern.

KMS Financial Services, Inc.
2001 6th Ave, Suite 2801.
Seattle, WA 98121
(206) 441-2885


Do you have questions about your plan or your account?
Call us: (800) 300-7330