Todd Walter Pisarczyk

Employer firm

Momentous Wealth Management, Inc. CRD 288429

$410M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2004 → 10/2020
  Kms Financial Services, Inc
  Seattle, WA
• 01/2005 → Present
  Momentous Wealth Management, Inc.;
  Vancouver, WA
• 10/2020 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2004-01-23 → 2020-10-30
  Kms Financial Services, Inc.
  Vancouver, WA
  Vancouver, WA
  Eugene, OR
  Vancouver, WA
  Eugene, OR
• 2013-03-22 → 2014-06-17
  Sustainable Wealth Management Llc
  Eugene, OR
• 2011-08-12 → 2012-03-15
  Sustainable Wealth Management Llc
  Eugene, OR

Other Businesses

1) Momentous Wealth Management, Inc - Investment related - 300 E 17th St Vancouver, WA 98663 - Sustainable Wealth Management is our RIA Firm - President/Investment Consultant - 07/2017 - 160 hours a mont - 100 trading hours a month - I am the president of the RIA and am an Investment Advisor_____ 2) TKAIM, LLC - not investment related - 300 e 17th st, Vancouver, WA 98663 - TKAIM, LLC owns the building our firm rents - owner - 01/2018 - 4 hours a month - 2 trading hours a month. I am simply the owner of the LLC. This LLC owns our building. We are the only tenant. ***CRUMP INSURANCE - NOT INVESTMENT RELATED - SAME ADDRESS - INSURANCE SALES - AGENT/CONTRACTOR - 2004 - 3 HRS/MO - 1 HR/MO DURING TRADING - LTC, TERM, VUL AND OTHER INSURANCE PRODUCT SALES

Exams

• S66 Uniform Combined State Law Examination
  2009-12-29