Todd Pisarczyk has been Managing Member of Momentous Wealth Management since June 2017, is a control person of the firm and directly owns 75% or more of it. Todd Pisarczyk holds a B.S. in Business Administration from Washington State University.
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.
Todd Pisarczyk is CEO / Financial Advisor of Momentous Wealth Management. He began working as a financial advisor for a major brokerage firm in 1999 and started his own practice in 2004, which eventually became Momentous Wealth Management.
Todd Pisarczyk’s longest registration was 16 years at KMS Financial Services, Inc (2004–2020). Before joining Momentous Wealth Management in 2017, Todd Pisarczyk was registered through Sustainable Wealth Management LLC and KMS Financial Services, Inc.
- – present · 9 yearsVancouver, WA · Adviser representative · Firm CRD 288429
- Sustainable Wealth Management LLC– · 1 yearEugene, OR · Adviser representative · Firm CRD 133859
- Sustainable Wealth Management LLC– · under a yearEugene, OR · Adviser representative · Firm CRD 133859
- KMS Financial Services, Inc– · 16 yearsVancouver, WA · Adviser representative · Firm CRD 3866
Professional designations
Listed by Momentous Wealth Management
- Accredited Asset Management Specialist (AAMS®)
Investment adviser representative registrations
Todd Pisarczyk 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 |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 29 December 2009 |
| Series 7 | General Securities Representative Examination | 12 May 1999 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Todd Walter Pisarczyk
- CRD
- 3214333
- Firm
- Momentous Wealth Management · CRD 288429
- Role
- Managing Member
- Office
- 300 E. 17TH STREET, Vancouver, WA 98663
- Registration
- Investment adviser registration
- In the industry since
- May 1999
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- momentouswealth.com
Where does Todd Pisarczyk work?
Todd Pisarczyk has been Managing Member of Momentous Wealth Management, Inc. since June 2017, and is a control person of the firm.
Is Todd Pisarczyk a financial advisor?
Yes. Todd Pisarczyk has a current investment-adviser registration in Texas and Washington, through Momentous Wealth Management since July 2017.
How many years of experience does Todd Pisarczyk have?
Todd Pisarczyk has 27 years in the financial industry, since May 1999, across 3 adviser firms.
What exams has Todd Pisarczyk passed?
Todd Pisarczyk has passed 3 licensing exams: the Series 7, Series 66 and Series 99TO. The earliest, the Series 7, was passed in May 1999. FINRA credited Todd Pisarczyk with the SIE, which began in October 2018.
Where did Todd Pisarczyk work before Momentous Wealth Management?
Before Momentous Wealth Management, Todd Pisarczyk was registered through Sustainable Wealth Management LLC, March 2013 to June 2014; Sustainable Wealth Management LLC, August 2011 to March 2012.
Where is Todd Pisarczyk based?
Todd Pisarczyk’s registered office is in Vancouver, WA.
Is Todd Pisarczyk registered with FINRA?
No. Todd Pisarczyk has no current broker registration.
How can I verify Todd Pisarczyk’s record?
Search CRD 3214333 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Todd Pisarczyk’s full registration record.