Todd Engblom-StrykerCRD Number: 3096506
Current Firm: First Pacific Financial, Inc.
Todd Engblom-Stryker (CRD# 3096506) is an Investment Advisor Representative working at First Pacific Financial, Inc. in Vancouver, WA and has over 13 years of experience in the finance industry. Todd Engblom-Stryker 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.
Secondhalf Planning & Investment, LLC
Smb Financial Services, Inc.
Cable Hill Partners, LLC
|First Pacific Financial||Vancouver, WA||Aug 2016 - Current||1|
|Kms Financial Services, Inc.||Seattle, WA||Aug 2004 - Dec 2017||13|
|Kms Financial Services, Inc.||Seattle, WA||Dec 2000 - Dec 2017||17|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2004|
Total Assets Under Management573MILLIONS
Total Number of Accounts2,098ACCOUNTS
Average Account Value$273,258
- 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
AZ, CA, ID, OR, TX, WA