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Detailed Report
TAYLOR ALAN VILHAUER
CRD#: 6094703
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
20122014201620182020202220242026IAMOMENTOUS WEALTH MANAGEMENT, INC. (CRD# 288429)2017 - Present (7 years)BPURSHE KAPLAN STERLING INVESTMENTS (CRD# 35747)2020 - Present (4 years)BKMS FINANCIAL SERVICES, INC. (CRD# 3866)2012 - 2020 (8 years)IAKMS FINANCIAL SERVICES, INC (CRD# 3866)2013 - 2020 (7 years)
License(s)

State Registrations

B
California 10/30/2020
B
Washington 10/30/2020
B
Oregon 10/30/2020
B
Wyoming 11/2/2021
IA
Washington 7/11/2017

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
 03/29/2013 - 10/30/2020 KMS FINANCIAL SERVICES, INC (CRD#:3866) VANCOUVER, WA
B
 10/19/2012 - 10/30/2020 KMS FINANCIAL SERVICES, INC. (CRD#:3866) VANCOUVER, WA
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.