406.587.4300 2066 Stadium Dr. Suite 102, Bozeman,MT 59715
This site is for informational purposes only and is not an offer to sell or a solicitation to buy any securities or investment advisory services which may be referenced herein. Securities and advisory services offered, in states where licensed, exclusively through Lauren Peck, as a registered securities and advisory representative of KMS Financial Services, Inc., member FINRA, SIPC and a SEC Registered Investment Advisor. While we are registered in over 25 states, we may only offer services in states in which we have been properly registered or are exempt from registration. Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you.
A locally owned firm with a global perspective and
clients in over 25 states.
With clients in over 25 states, we provide investment management and financial planning advice to individuals and businesses. Our office, an affiliate of KMS Financial Services, has been locally owned since it opened 30 years ago in Bozeman, Montana. Lauren Peck,a Certified Financial Planner(TM) provides intelligent solutions to help meet our clients financial goals.
Our solutions are driven by your needs and wants, not by any products or services. That’s why we have a longstanding relationship with KMS Financial Services, who doesn’t generate its own securities or insurance products, preferring instead to focus on providing investments based strictly on client needs. Through KMS we can access a broad range of investments and insurance products, improving flexibility and choice for our clients.
Our office is a strong supporter of our community. Lauren is a member of the Bozeman Sunrise Rotary Club and has volunteered in various capacities for non-profits in Bozeman and Chicago. The Bozeman Area Community Foundation was located in our office for its first ten years.
We work to know our clients
and to help them clarify and meet their financial goals. We use in-depth knowledge, astute planning, and individual portfolio construction to guide clients through market and life changes.
Certified Financial Planner™
Peck Investments, Owner