Todd FlynnCRD Number: 4533547
Current Firm: Soundmark Wealth Management, LLC
Todd Flynn (CRD# 4533547) is an Investment Advisor Representative working at Soundmark Wealth Management, LLC in Kirkland, WA and has over 14 years of experience in the finance industry. Todd Flynn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
|Sagemark Wealth Management||Kirkland, WA||Jul 2002 - Current||14|
|Pacific Asset Management, LLC||Port Orchard, WA||Apr 2002 - Current||14|
|Martin, Bircher, Buller & Flynn, Pc||Kirkland, WA||Aug 1990 - Current||26|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2002|
Total Assets Under Management526MILLIONS
Total Number of Accounts1,330ACCOUNTS
Average Account Value$395,489
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
AZ, CA, CO, DC, FL, MA, NY, OR, SD, TX, WA
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