Todd Edward Wiersum

Current Employers

Employment History

• 12/2014 → 12/2018
  Independent Financial Group
  Anacortes, WA
• 01/2019 → 01/2022
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 01/2019 → 01/2022
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2010 → 01/2022
  Encompass Accounting Services
  Ramona, CA
• 02/2014 → 01/2022
  Encompass Financial Llc
  Ramona, CA
• 05/2015 → 04/2021
  Encompass Financial Holdings Inc
  Ramona, CA
• 06/2011 → 06/2020
  Slack Tide Yacht Vacations
  Ramona, CA
• 10/2022 → 06/2023
  Ida Wealth
  Carlsbad, CA
• 12/2020 → Present
  Solstice Tax Solutions Inc.
  4513 Cove Dr #5, CA
• 08/2024 → Present
  Encompass Financial Services
  12636 High Bluff Dr, CA

Previous Registrations

• 2023-01-02 → 2023-09-05
  Intelligence Driven Advisers, Llc
  Carlsbad, CA
• 2019-02-15 → 2022-03-22
  Cetera Investment Advisers Llc
  Anacortes, WA
  Alpine, CA
  Ramona, CA
• 2014-12-16 → 2018-12-31
  Independent Financial Group, Llc
  Anacortes, WA
  San Diego, CA
  Anacortes, WA
• 2008-10-01 → 2014-12-26
  Lpl Financial Llc
  Anacortes, WA
  San Diego, CA
  Anacortes, WA
• 2006-08-25 → 2008-10-03
  U.S. Bancorp Investments, Inc.
  Anacortes, WA
  Freeland, WA
  Langley, WA
  Mount Vernon, WA
  Oak Harbor, WA
  Mount Vernon, WA
  Sedro Woolley, WA
  Anacortes, WA

Other Businesses

1)SOLSTICE TAX SOLUTIONS INC., NOT INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, CPA, TAX PREPARATION AND ACCOUNTING, SINCE 12/2020, 40H/WEEK.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-04-22

Designations

Other Names

• Todd E Wiersum