Todd Engblom-StrykerCRD Number: 3096506
Current Firm: Kms Financial Services, Inc.
Todd Engblom-Stryker (CRD# 3096506) is an Investment Advisor Representative working at Kms Financial Services, Inc. in Vancouver, WA and has over 12 years of experience in the finance industry.
Secondhalf Planning & Investment, LLC
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
|Kms Financial Services, Inc.||Seattle, WA||Dec 2000 - Current||15|
|Wafertech||Camas, WA||Jan 2000 - Current||16|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2004|
Total Assets Under Management5,174MILLIONS
Total Number of Accounts24,587ACCOUNTS
Average Account Value$210,434
- A percentage of assets under your management
- Hourly charges
- 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)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV