Todd Walter Pisarczyk
Investment adviser representative at Momentous Wealth Management, Inc.
22 yearsExperience
2 statesRegistered in
$409.9MFirm assets
9 yearsFirm in business
Are you Todd Walter Pisarczyk? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Purshe Kaplan Sterling InvestmentsOct 2020 to now
- Momentous Wealth Management, Inc.;Jan 2005 to now
- Kms Financial Services, IncJan 2004 to Oct 2020
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Momentous Wealth Management, Inc.
$409.9MAssets managed
492Clients
8Advisers
9 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
- 3214333
- Firm CRD
- 288429