Todd Schliiter has been President and CCO of Sila Financial since July 2018, is a control person of the firm and directly owns 75% or more of it.
Sila Financial, LLC is a firm with $124M under management, 100 clients and 1 adviser across 2 offices, as of its February 2026 filing.
Todd Schliiter’s longest registration was 13 years at KMS Financial Services, Inc (2007–2020). Before joining Sila Financial in 2020, Todd Schliiter was registered through KMS Financial Services, Inc.
- Sila Financial, LLCCurrent– present · 5 yearsSnohomish, WA · Adviser representative · Firm CRD 298406
- KMS Financial Services, Inc– · 13 yearsKenmore, WA · Adviser representative · Firm CRD 3866
Investment adviser representative registrations
Todd Schliiter is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from November 2020; the most recent is Texas, in March 2022.
- TexasResidentSince 23 March 2022
- WashingtonSince 3 November 2020
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 | 16 March 2007 |
| Series 7 | General Securities Representative Examination | 23 February 2007 |
| Series 65 | Uniform Investment Adviser Law Examination | 16 February 1995 |
| Series 24 | General Securities Principal Examination | 15 October 1990 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 April 1990 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Todd William Schliiter
- CRD
- 2031208
- Firm
- Sila Financial · CRD 298406
- Role
- President and CCO
- Office
- Snohomish, WA
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 2003
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Todd Schliiter work?
Todd Schliiter has been President and CCO of Sila Financial, LLC since July 2018, and is a control person of the firm.
Is Todd Schliiter a financial advisor?
Yes. Todd Schliiter has a current investment-adviser registration in Texas and Washington, through Sila Financial since October 2020.
How many years of experience does Todd Schliiter have?
Todd Schliiter has 23 years in the financial industry, since May 2003, across 2 adviser firms.
What exams has Todd Schliiter passed?
Todd Schliiter has passed 6 licensing exams: the Series 63, Series 24, Series 65, Series 7, Series 66 and Series 99TO. The earliest, the Series 63, was passed in April 1990. FINRA credited Todd Schliiter with the SIE, which began in October 2018.
Where is Todd Schliiter based?
Todd Schliiter’s registered office is in Snohomish, WA.
Is Todd Schliiter registered with FINRA?
Yes. Todd Schliiter has a current broker registration, under CRD 2031208.
Source: FINRA BrokerCheck
How can I verify Todd Schliiter’s record?
Search CRD 2031208 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Todd Schliiter’s full registration record.