Michael Joseph Tomscha
Investment adviser representative at Pfg Advisors
10 yearsExperience
2 statesRegistered in
$3.3BFirm assets
11 yearsFirm in business
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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
- Pension consulting
Experience
10 years in the industry.
- United PlannersNov 2025 to now
- Real Estate Ownership LandlordDec 2021 to now
- Pfg AdvisorsMay 2020 to now
- Michael TomschaDec 2019 to now
- Osaic Wealth, Inc.Jun 2024 to Nov 2025
- Securities America, Inc.May 2020 to Jun 2024
- Raymond James Financial Services Advisors Inc.Aug 2018 to May 2020
- Raymond James Financial Services, IncMay 2018 to May 2020
- First Tech Federal Credit UnionMar 2017 to Apr 2018
- Western Oregon UniversityJan 2017 to Mar 2017
- Oregon State CuJun 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
Pfg Advisors
Legal name: Pfg Advisors, LLC
$3.3BAssets managed
7,592Clients
83Advisers
11 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
- 6960835
- Firm CRD
- 173344