Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Walter Pisarczyk is an Investment Advisor Representative with Momentous Wealth Management, Inc. Todd has been in the financial services industry since 1999. Todd's registration is active in both Texas and Washington. Todd is also registered in the states of Arizona, California, Illinois, Oregon and Washington. Todd has a Series 7, 66 and SIE. In addition to his work with Momentous Wealth Management, Inc., Todd is also an owner of TKAIM, LLC, which owns the building Momentous Wealth Management, Inc. rents. Todd is also an agent/contractor for Crump Insurance. Todd's firm's clients include individuals, high net worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. The firm's advisory services include financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WA
07/11/2017 - Present
Momentous Wealth Management, Inc. (VANCOUVER WA)
WA
01/23/2004 - 10/30/2020
KMS FINANCIAL SERVICES, INC. (VANCOUVER WA)
MO
05/10/2000 - 01/27/2004
EDWARD JONES (ST. LOUIS MO)
KS
05/13/1999 - 05/15/2000
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 12/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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