Joseph Tomkiewicz
Investment adviser representative at Sierra Financial Advisory
22 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$144.9MFirm 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Sierra Financial AdvisoryMar 2004 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 3 states (CA, OR, TX).
Sierra Financial Advisory
Legal name: Sierra Financial Advisory Incorporated
$144.9MAssets managed
173Clients
2Advisers
7 yearsIn 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
- 3162964
- Firm CRD
- 130934