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CRD 284736
VANCOUVER, WA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| TODD ROBERT ENGBLOM-STRYKER | Certified Financial Planner | VANCOUVER, WA | PORTLAND, OR | 10 | 25 | 1 | no |
| ADAM TIMOTHY WISHARD | Certified Financial Planner | VANCOUVER, WA | PORTLAND, OR | 10 | 20 | 1 | no |
| DARREN PATRICK FARRELL | n/a | VANCOUVER, WA | PORTLAND, OR | 10 | 34 | 3 | no |
| RAFIK DANIEL FOUAD | Certified Financial Planner | PORTLAND, OR | VANCOUVER, WA | 10 | 17 | 3 | no |
| JULIENNE MERET VALOIS | Certified Financial Planner | VANCOUVER, WA | PORTLAND, OR | 10 | 11 | 2 | no |
| BRANDON MERRITT TREASURE | Chartered Financial Analyst | PORTLAND, OR | VANCOUVER, WA | 10 | 10 | 1 | no |
| REBECCA LOUISE ECKERT | Certified Financial Planner|Chartered Financial Consultant | PORTLAND, OR | VANCOUVER, WA | 9 | 25 | 4 | no |
| REBECCA MARIE GARROW | Certified Financial Planner | VANCOUVER, WA | 8 | 26 | 2 | no |
| Ryan Todd Oldroyd | Certified Financial Planner|Personal Financial Specialist | VANCOUVER, WA | 8 | 12 | 1 | no |
| Harrison Edward Hinz | Certified Financial Planner | VANCOUVER, WA | 7 | 14 | n/a | no |
| ELIZABETH RUTH PERRY | n/a | VANCOUVER, WA | 6 | 14 | 1 | no |
| Aaron Rands Claridge | Certified Financial Planner | VANCOUVER, WA | 5 | 10 | n/a | no |
| MEREDITH L. MORSE | Certified Financial Planner | VANCOUVER, WA | 5 | 15 | n/a | no |
| Isaac Clayton Walters | Certified Financial Planner | VANCOUVER, WA | Seattle, WA | 2 | 18 | n/a | no |
| TODD JAMES MONTALBO | n/a | Juneau, AK | VANCOUVER, WA | 2 | 17 | 3 | no |
| Peter Mark Nordlund | n/a | VANCOUVER, WA | 1 | 11 | n/a | no |
| Holly Ross | n/a | VANCOUVER, WA | 1 | 10 | n/a | no |
| Matthew James Moss | n/a | VANCOUVER, WA | 0 | 11 | 1 | no |
| Maxwell Thomas Puzzo | n/a | VANCOUVER, WA | 0 | 13 | 1 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ENGBLOM-STRYKER, TODD, ROBERT | PRESIDENT AND CEO | E | yes | 08/2016 | May 12, 2026 | May 12, 2026 |
| FARRELL, DARREN, PATRICK | Shareholder | B | no | 01/2017 | May 12, 2026 | May 12, 2026 |
| MCCAULEY, TARYN, MARIE | COO & SHAREHOLDER | Na | no | 01/2021 | May 12, 2026 | May 12, 2026 |
| TREASURE, BRANDON, MERRITT | SHAREHOLDER & CO -CHIEF INVESTMENT OFFICER | Na | no | 02/2024 | May 12, 2026 | May 12, 2026 |
| VAANDERING, LORI, S | Shareholder | Na | no | 01/2021 | May 12, 2026 | May 12, 2026 |
| VALOIS, JULIENNE, MERET | Shareholder | Na | no | 01/2021 | May 12, 2026 | May 12, 2026 |
| WISHARD, ADAM, TIMOTHY | SHAREHOLDER, CO-CHIEF INVESTMENT OFFICER & ADVISOR | Na | no | 01/2017 | May 12, 2026 | May 12, 2026 |
| KRUGER, JACQUELINE, NOEL | CHIEF COMPLIANCE OFFICER | Na | no | 01/2022 | Aug 24, 2022 | Sep 25, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Juneau | Ak | United States | 1 | no |
| Seattle | Wa | United States | 1 | no |
| Portland | Or | United States | 0 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 23, 2026 | $1.9B | $1.9B | 33 | 19 | 4 | n/a | n/a |
| 2024 | Feb 10, 2025 | $1.5B | $1.5B | 30 | 17 | 3 | n/a | n/a |
| 2023 | Mar 20, 2024 | $1.3B | $1.3B | 29 | 16 | 3 | n/a | n/a |
| 2022 | Mar 28, 2023 | $1.1B | $1.1B | 28 | 14 | 3 | n/a | n/a |
| 2021 | Mar 24, 2022 | $1.0B | $1.0B | 29 | 16 | 3 | n/a | n/a |
| 2020 | Mar 15, 2021 | $841M | $841M | 14 | 14 | 2 | n/a | n/a |
| 2019 | Mar 17, 2020 | $683M | $683M | 11 | 11 | 1 | n/a | n/a |
| 2018 | Mar 20, 2019 | $557M | $557M | 9 | 9 | 1 | n/a | n/a |
| 2017 | Jan 30, 2018 | $573M | $573M | 7 | 7 | 1 | n/a | n/a |
| 2016 | Mar 6, 2017 | $160M | $160M | 7 | 7 | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 2 | 0 | 2 | 0.0% | 0 | 0 | 0 | 3 | 3 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.9B | $1.5B | 27.4% | $1.1B | 20.5% | 33 | 30 | 4 | 3 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| KMS FINANCIAL SERVICES, INC | 2 | Dec 31, 2017 | Dec 17, 2019 | PORTLAND, OR | Team lift out | Other | 0.8% |
| KMS FINANCIAL SERVICES, INC | 5 | Dec 31, 2017 | Apr 20, 2017 | VANCOUVER, WA | Team lift out | Other | 2.1% |