Taylor Vilhauer (CRD# 6094703) is an Investment Advisor Representative working at Momentous Wealth Management, Inc. in Vancouver, WA and has over 11 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Oct 2020 - Current | 3 |
| Momentous Wealth Management, Inc. | Vancouver, WA | Jul 2017 - Current | 6 |
| Kms Financial Services, Inc. | Seattle, WA | Oct 2012 - Oct 2020 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2013 |
- WA
-
Total Assets Under Management314MILLIONS
-
Total Number of Accounts1,049ACCOUNTS
-
Average Account Value$298,935
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, OR, TX, WA
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