Michael Tomscha, financial advisor Keizer OR

Michael Tomscha

CRD Number: 6960835
Current Firm: Pfg Advisors

Michael Tomscha (CRD# 6960835) is an Investment Advisor Representative working at Pfg Advisors in Keizer, OR and has over 5 years of experience in the finance industry.

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Capital Income Management, LLC
Company Name Location Dates Years
Securities America, Inc. Wilsonville, OR May 2020 - Current 3
Pfg Advisors Wilsonville, OR May 2020 - Current 3
Raymond James Financial Services Advisors Inc. Wilsonville, OR Aug 2018 - May 2020 1
Raymond James Financial Services, Inc. Wilsonville, OR May 2018 - May 2020 2
First Tech Federal Credit Union Wilsonville, OR Apr 2018 - Apr 2018 < 1
First Tech Federal Credit Union Salem, OR Mar 2017 - Apr 2018 1
Western Oregon University Manmouth, OR Jan 2017 - Mar 2017 < 1
Oregon State Cu Manmouth, OR Jun 2016 - Jan 2017 < 1
Western Oregon University Manmouth, OR Mar 2016 - Jun 2016 < 1
Cinebune Salem, OR Jan 2014 - Mar 2016 2
Tiva Salem, OH Mar 2012 - Jun 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2018
Contact Info for Michael J. Tomscha
Phone Number: (800) 405-8850
Registered State(s):
  • OR
  • TX
By the Numbers
  • Total Assets Under Management
    2,333
    MILLIONS
  • Total Number of Accounts
    11,752
    ACCOUNTS
  • Average Account Value
    $198,543
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY

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