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Detailed Report
TODD WALTER PISARCZYK
CRD#: 3214333
IA
Investment Adviser
B
Broker
MOMENTOUS WEALTH MANAGEMENT, INC.CRD#: 288429 300 E. 17TH STREET
VANCOUVER, WA 98663
PURSHE KAPLAN STERLING INVESTMENTSCRD#: 35747 300 E. 17th Street
Vancouver, WA 98663
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2004 - 2020 (16 years)IAMOMENTOUS WEALTH MANAGEMENT, INC. (CRD# 288429)2017 - Present (7 years)BPURSHE KAPLAN STERLING INVESTMENTS (CRD# 35747)2020 - Present (4 years)BEDWARD JONES (CRD# 250)2000 - 2004 (3 years)BWADDELL & REED, INC. (CRD# 866)1999 - 2000 (1 year)IASUSTAINABLE WEALTH MANAGEMENT LLC (CRD# 133859)2013 - 2014 (1 year)IASUSTAINABLE WEALTH MANAGEMENT LLC (CRD# 133859)2011 - 2012 (<1 year)
License(s)

State Registrations

B
Arizona 10/30/2020
IA
Texas 2/5/2018
B
California 10/30/2020
IA
Washington 7/11/2017
B
Illinois 10/30/2020
B
Washington 10/30/2020
B
Oregon 10/30/2020

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
MOMENTOUS WEALTH MANAGEMENT, INC. (CRD#:288429)
300 E. 17TH STREET, VANCOUVER, WA 98663
Registered with this firm since 7/11/2017
B
PURSHE KAPLAN STERLING INVESTMENTS (CRD#:35747)
300 E. 17th Street, Vancouver, WA 98663
Registered with this firm since 10/30/2020
Previous Registration(s)
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IA
 01/23/2004 - 10/30/2020 KMS FINANCIAL SERVICES, INC (CRD#:3866) VANCOUVER, WA
B
 01/23/2004 - 10/30/2020 KMS FINANCIAL SERVICES, INC. (CRD#:3866) VANCOUVER, WA
IA
 03/22/2013 - 06/17/2014 SUSTAINABLE WEALTH MANAGEMENT LLC (CRD#:133859) EUGENE, OR
IA
 08/12/2011 - 03/15/2012 SUSTAINABLE WEALTH MANAGEMENT LLC (CRD#:133859) EUGENE, OR
B
 05/10/2000 - 01/27/2004 EDWARD JONES (CRD#:250) ST. LOUIS, MO
B
 05/13/1999 - 05/15/2000 WADDELL & REED, INC. (CRD#:866) OVERLAND PARK, KS
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.