Todd Koyama has been an investment adviser representative at Stewardship Concepts Financial Services since June 2025, and is not listed among the firm’s executive officers or direct owners. Todd Koyama holds a Bachelor's degree from Gonzaga University and an MBA from Gonzaga University.
Stewardship Concepts Financial Services LLC is a Spokane, WA firm with $175M under management, 247 clients and 4 advisers across 2 offices, as of its January 2026 filing.
Todd Koyama is Wealth Advisor at Little Mountain Financial Services, which provides advisory services through Stewardship Concepts Financial Services, LLC. He has over 25 years of professional experience in financial planning and private banking.
Todd Koyama’s longest registration was 8 years at Selkirk Wealth Advisors, LLC (2017–2025). Before joining Stewardship Concepts Financial Services in 2025, Todd Koyama was registered through Selkirk Wealth Advisors, LLC and LPL Financial LLC.
- – present · 1 yearSpokane, WA · Adviser representative · Firm CRD 330611
- Selkirk Wealth Advisors, LLC– · 8 yearsSpokane, WA · Adviser representative · Firm CRD 173605
- LPL Financial LLC– · 4 yearsSpokane, WA · Adviser representative · Firm CRD 6413
- Merrill Lynch Pierce Fenner & Smith Inc.– · under a yearSpokane, WA · Adviser representative · Firm CRD 7691
Professional designations
Listed by Stewardship Concepts Financial Services
- CERTIFIED FINANCIAL PLANNER™
Investment adviser representative registrations
Todd Koyama is registered as an investment adviser representative in Washington, since June 2025.
- WashingtonSince 20 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 8 September 2012 |
| Series 7 | General Securities Representative Examination | 27 August 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Todd Michael Koyama
- CRD
- 3240300
- Firm
- Stewardship Concepts Financial Services · CRD 330611
- Office
- 202 E Spokane Falls Blvd, STE 201, Spokane, WA 99201
- Registration
- Investment adviser registration
- In the industry since
- November 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- thelittlemtn.com
Where does Todd Koyama work?
Todd Koyama is an investment adviser representative registered through Stewardship Concepts Financial Services LLC since June 2025, and is not listed among the firm’s executive officers or direct owners.
Is Todd Koyama a financial advisor?
Yes. Todd Koyama has a current investment-adviser registration in Washington, through Stewardship Concepts Financial Services since June 2025.
How many years of experience does Todd Koyama have?
Todd Koyama has 16 years in the financial industry, since November 2009, across 4 adviser firms.
What exams has Todd Koyama passed?
Todd Koyama has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2012. FINRA credited Todd Koyama with the SIE, which began in October 2018.
Where did Todd Koyama work before Stewardship Concepts Financial Services?
Before Stewardship Concepts Financial Services, Todd Koyama was registered through LPL Financial LLC, September 2012 to June 2017; Merrill Lynch Pierce Fenner & Smith Inc., September 2004 to May 2005.
Where is Todd Koyama based?
Todd Koyama’s registered office is in Spokane, WA.
Is Todd Koyama registered with FINRA?
No. Todd Koyama has no current broker registration.
Is Todd Koyama a CFP?
Stewardship Concepts Financial Services lists Todd Koyama with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.
How can I verify Todd Koyama’s record?
Search CRD 3240300 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Todd Koyama’s full registration record.
