Todd Michael Koyama
Investment adviser representative at Stewardship Concepts Financial Services LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$174.6MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Stewardship Concepts Financial Services LLCJun 2025 to now
- Selkirk Wealth Advisors, LLCMay 2017 to Jul 2025
- LPL Financial LLCAug 2012 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (WA).
Stewardship Concepts Financial Services LLC
$174.6MAssets managed
247Clients
4Advisers
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
- 3240300
- Firm CRD
- 330611