Linde Elise Carroll
Investment adviser representative at Momentous Wealth Management, Inc.
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$409.9MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Momentous Wealth Management, Inc.Jul 2017 to now
- Sustainable Wealth Management, IncJul 2017 to now
- Purshe Kaplan Sterling InvestmentsOct 2020 to Jan 2025
- Kms Financial Services, IncJun 2011 to Oct 2020
- Twp InvestmentsJan 2010 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
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
- 5905398
- Firm CRD
- 288429