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Todd Michael Koyama

Selkirk Wealth Advisors, LLC

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About Todd Michael Koyama

Todd Koyama is a financial advisor with Selkirk Wealth Advisors, LLC located in Spokane, WA. He is registered to provide investment advice in Washington and Idaho. Todd has a variety of experience working in the financial services industry, including previous roles at LPL Financial LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He is a Certified Financial Planner and holds the Series 7 and Series 66 licenses. Todd has been in the financial industry since 1999.

Firm Information

Todd Koyama is currently registered with Selkirk Wealth Advisors, LLC. Selkirk Wealth Advisors, LLC is a registered investment advisor located in Spokane, WA. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high net worth individuals, and charitable organizations. They manage approximately $184,625,695 in assets for 570 clients.
Selkirk Wealth Advisors, LLC

203 N WASHINGTON ST

SPOKANE, WA 99201

$184.63M

Assets Under Management

8

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Todd Koyama’s Registration & Firm History

WA

05/31/2017 - Present

Selkirk Wealth Advisors, LLC (SPOKANE WA)

WA

08/28/2012 - 06/06/2017

LPL FINANCIAL LLC (SPOKANE WA)

NY

09/13/2004 - 05/27/2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

07/26/1999 - 08/20/2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/08/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/06/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/27/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Todd Michael Koyama.
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