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RIA / WealthAdvisorCertified Financial Planner10 years in industry

JARRETT TOD SUDDARTH

Advisor at PANORAMIC FINANCIAL

Lincoln, NE | FRESNO, CA

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Search this name across graphsid dfx:ria:26f7050f-dc3c-04ae-ccbc-ea56f95a3066

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Dec 2, 2015 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PANORAMIC FINANCIAL
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: Nov 16, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S66
First exam: Nov 16, 2015
First registration: Dec 2, 2015
Dual registered: no
IAPD individual key: 6391302

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PANORAMIC FINANCIAL	State registered	Oct 12, 2021	n/a	yes	FRESNO, CA\|Lincoln, NE	Current employment
SOLID GROUND FINANCIAL PLANNING	n/a	Jun 15, 2020	Aug 5, 2021	no	LINCOLN, NE	Previous registration
TECKMEYER FINANCIAL SERVICES, L.L.C.	State registered	Mar 28, 2018	Jun 12, 2020	no	OMAHA, NE\|OMAHA, NE	Previous registration
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Dec 2, 2015	May 9, 2016	no	OMAHA, NE\|DES MOINES, IA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SOLID GROUND FINANCIAL PLANNING	PANORAMIC FINANCIAL	Aug 5, 2021	Oct 12, 2021	68	Firm change	Other
TECKMEYER FINANCIAL SERVICES, L.L.C.	SOLID GROUND FINANCIAL PLANNING	Jun 12, 2020	Jun 15, 2020	3	Firm change	Other
VOYA FINANCIAL ADVISORS, INC.	TECKMEYER FINANCIAL SERVICES, L.L.C.	May 9, 2016	Mar 28, 2018	688	Firm change after gap	Other

Relationships

Registered with (4)

→ PANORAMIC FINANCIALRegistered adviserregistration: current employment
Oct 12, 2021 to presentfactForm ADV
→ SOLID GROUND FINANCIAL PLANNINGRegistered adviserregistration: previous registration
Jun 15, 2020 to Aug 5, 2021factForm ADV
→ TECKMEYER FINANCIAL SERVICES, L.L.C.Registered adviserregistration: previous registration
Mar 28, 2018 to Jun 12, 2020factForm ADV
→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Dec 2, 2015 to May 9, 2016factForm ADV

Dated events

No dated event names this entity yet.