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Inactive

Taren Bennett

Momentous Wealth Management, Inc.

Vancouver, WA

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Current Employers
Momentous Wealth Management, Inc.

300 E. 17Th Street, Vancouver, WA 98663 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-01-13
  • OR RA
    APPROVED
    Since 2025-01-13

Branch Locations

300 E. 17Th Street, Vancouver, WA 98663 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
U.S. Army Various XX 06/2012 07/2017
University Of Portland Portland OR 07/2017 07/2021
Aldrich Wealth Lake Oswego OR 07/2021 09/2021
Momentous Wealth Management Vancouver WA 09/2021 Present
  • 06/2012 → 07/2017
    U.S. Army
    Various, XX
  • 07/2017 → 07/2021
    University Of Portland
    Portland, OR
  • 07/2021 → 09/2021
    Aldrich Wealth
    Lake Oswego, OR
  • 09/2021 → Present
    Momentous Wealth Management
    Vancouver, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-05
  • S65 Uniform Investment Adviser Law Examination
    2023-03-05

View on SEC IAPD

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OSAIC WEALTH, INC. · VANCOUVER, WA
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AMERIPRISE FINANCIAL SERVICES, LLC · VANCOUVER, WA
STATE FARM INVESTMENT MANAGEMENT CORP. · VANCOUVER, WA
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