Linde Carroll has been Managing Member & Chief Compliance Officer of Momentous Wealth Management since June 2017, is a control person of the firm and directly owns under 5% of it.
Momentous Wealth Management, Inc. is a Vancouver, WA firm with $410M under management, 492 clients and 7 advisers across 4 offices, as of its July 2026 filing.
Linde Carroll’s longest registration is the current one, 9 years at Momentous Wealth Management since 2017. Before joining Momentous Wealth Management in 2017, Linde Carroll was registered through KMS Financial Services, Inc.
- – present · 9 yearsVancouver, WA · Adviser representative · Firm CRD 288429
- KMS Financial Services, Inc– · 9 yearsVancouver, WA · Adviser representative · Firm CRD 3866
Investment adviser representative registrations
Linde Carroll is registered as an investment adviser representative in 2 states. The first approvals date from July 2017; the most recent is Texas, in April 2026.
- TexasSince 7 April 2026
- WashingtonSince 11 July 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 25 September 2011 |
| Series 7 | General Securities Representative Examination | 13 July 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Linde Elise Carroll
- CRD
- 5905398
- Firm
- Momentous Wealth Management · CRD 288429
- Role
- Managing Member & Chief Compliance Officer
- Office
- 300 E. 17TH STREET, Vancouver, WA 98663
- Registration
- Investment adviser registration
- In the industry since
- July 2011
- Disciplinary history
- Not yet shown here · SEC record
Where does Linde Carroll work?
Linde Carroll has been Managing Member & Chief Compliance Officer of Momentous Wealth Management, Inc. since June 2017, and is a control person of the firm.
Is Linde Carroll a financial advisor?
Yes. Linde Carroll has a current investment-adviser registration in Texas and Washington, through Momentous Wealth Management since July 2017.
How many years of experience does Linde Carroll have?
Linde Carroll has 15 years in the financial industry, since July 2011, across 2 adviser firms.
What exams has Linde Carroll passed?
Linde Carroll has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2011. FINRA credited Linde Carroll with the SIE, which began in October 2018.
Where is Linde Carroll based?
Linde Carroll’s registered office is in Vancouver, WA.
Is Linde Carroll registered with FINRA?
No. Linde Carroll has no current broker registration.
How can I verify Linde Carroll’s record?
Search CRD 5905398 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Linde Carroll’s full registration record.