Todd William Schliiter
Investment adviser representative at Sila Financial, LLC
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$124.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Purshe Kaplan Sterling InvestmentsOct 2020 to now
- Sila Financial, LLCOct 2020 to now
- Kms Financial Services, IncJan 2007 to Oct 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law1995
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Sila Financial, LLC
$124.3MAssets managed
100Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2031208
- Firm CRD
- 298406