Taylor Alan Vilhauer

Current Employers

Employment History

• 10/2012 → 10/2020
  Kms Financial Services, Inc.
  Seattle, WA
• 07/2017 → Present
  Momentous Wealth Management, Inc.
  Vancouver, WA
• 10/2020 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2013-03-29 → 2020-10-30
  Kms Financial Services, Inc.
  Vancouver, WA

Other Businesses

1)MOMENTOUS WEALTH MANAGEMENT - INVESTMENT RELATED - SAME ADDRESS - INVESTMENT ADVISOR, EMPLOYEE (SECURITIES AND ADVISORY SERVICES THROUGH KMS FINANCIAL SERVICES, INC.) - 140 HR/MO, 100 HR/MO DURING TRADING - 2013. 2) Strive NW - NOT INVESTMENT RELATED - 9414 NE FOURTH PLAIN ROAD - PEADIATRIC THERAPY & NEURODEVELOPMENTAL CENTER, EARLY LEARNING & CHILD CARE, & EMPLOYMENT SERVICES - Board Chair, Board of Directors and Executive Board AND Nomination & Education functional board - 1/10/2019 - 1.5 HOURS/MO, 0 HRS/MO DURING TRADING 3)Young Life; Not investment related; PO BOX 65171, Vancouver, WA 98665; Golf Tournament Committee; 2018; 1 hours per month; 1 hours per month; Assist in running and recruiting teams for a golf tournament that benefits Clark County Young Life 4) Innovative Services NW; Not investment related; 9414 NE Fourth Plain Road, Vancouver, WA 98662; Board of Directors and Development Functional Board; 2018; 2 hours per quarter; 0 hours per quarter; Supporting Innovative Services NW with "leadership, governance, and oversight" 5) Crump Life Insurance Services. Non-Investment Related. 300 E 17th Street, Vancouver, WA 98661. Insurance sales, agent. Start 2014. 2hrs/mo, during trading hours. Life, LTC and disability insurance sales.

Exams

• S66 Uniform Combined State Law Examination
  2013-03-28