This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

TOMKIEWICZ WEALTH MANAGEMENT

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 1, 2007earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S65

First exam

Sep 21, 2017

First registration

Sep 21, 2017

Dual registered

no

Other names

Nate TOMKIEWICZ|Nathan TOMKIEWICZ

IAPD individual key

6837450

• Occurred

  Apr 17, 2025
  Advisor changed firm

  Nathan Robert Tomkiewicz left Berkshire Money Management, Inc. for Tomkiewicz Wealth Management (registered 2025-05-23)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:17ea4dcd-fe32-be8c-4e9a-06f50f0d7521

First observed

Sep 21, 2017

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.