Taylor Vilhauer has been an investment adviser representative at Momentous Wealth Management since July 2017, and is not listed among the firm’s executive officers or direct owners.
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.
Taylor Vilhauer’s longest registration is the current one, 9 years at Momentous Wealth Management since 2017. Before joining Momentous Wealth Management in 2017, Taylor Vilhauer was registered through KMS Financial Services, Inc.
- – present · 9 yearsVancouver, WA · Adviser representative · Firm CRD 288429
- KMS Financial Services, Inc– · 7 yearsVancouver, WA · Adviser representative · Firm CRD 3866
Investment adviser representative registrations
Taylor Vilhauer is registered as an investment adviser representative in Washington, since July 2017.
- WashingtonSince 11 July 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 28 March 2013 |
| Series 7 | General Securities Representative Examination | 18 October 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Taylor Alan Vilhauer
- CRD
- 6094703
- Firm
- Momentous Wealth Management · CRD 288429
- Office
- 300 E. 17TH STREET, Vancouver, WA 98663
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 2012
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Taylor Vilhauer work?
Taylor Vilhauer is an investment adviser representative registered through Momentous Wealth Management, Inc. since July 2017, and is not listed among the firm’s executive officers or direct owners.
Is Taylor Vilhauer a financial advisor?
Yes. Taylor Vilhauer has a current investment-adviser registration in Washington, through Momentous Wealth Management since July 2017.
How many years of experience does Taylor Vilhauer have?
Taylor Vilhauer has 14 years in the financial industry, since October 2012, across 2 adviser firms.
What exams has Taylor Vilhauer passed?
Taylor Vilhauer has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2012. FINRA credited Taylor Vilhauer with the SIE, which began in October 2018.
Where is Taylor Vilhauer based?
Taylor Vilhauer’s registered office is in Vancouver, WA.
Is Taylor Vilhauer registered with FINRA?
Yes. Taylor Vilhauer has a current broker registration, under CRD 6094703.
Source: FINRA BrokerCheck
How can I verify Taylor Vilhauer’s record?
Search CRD 6094703 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Taylor Vilhauer’s full registration record.