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RIA / WealthAdvisorCertified Financial Planner21 years in industry

TODD MICHAEL KOYAMA

Advisor at STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

SPOKANE, WA | Spokane, WA

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Search this name across graphsid dfx:ria:6e4d8e1f-8745-3e9c-a176-2e8e8249a905

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 30, 2004 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: STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 30, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Sep 8, 2012
First registration: Sep 30, 2004
Dual registered: no
Other names: TODD M KOYAMA
IAPD individual key: 3240300

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
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	Independent wealth	Jun 20, 2025	n/a	yes	Spokane, WA\|SPOKANE, WA	Current employment
SELKIRK WEALTH ADVISORS, LLC	Independent wealth	May 31, 2017	Jul 1, 2025	no	SPOKANE, WA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 10, 2012	Jun 6, 2017	no	SPOKANE, WA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Sep 30, 2004	May 27, 2005	no	SPOKANE, WA	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
SELKIRK WEALTH ADVISORS, LLC	STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	Jul 1, 2025	Jun 20, 2025	-11	Firm change	RIA to RIA
LPL FINANCIAL LLC	SELKIRK WEALTH ADVISORS, LLC	Jun 6, 2017	May 31, 2017	-6	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	LPL FINANCIAL LLC	May 27, 2005	Sep 10, 2012	2,663	Firm change after gap	Other

Relationships

Registered with (4)

→ STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCRegistered adviserregistration: current employment
Jun 20, 2025 to presentfactForm ADV
→ SELKIRK WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
May 31, 2017 to Jul 1, 2025factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Sep 10, 2012 to Jun 6, 2017factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Sep 30, 2004 to May 27, 2005factForm ADV

Dated events

Occurred
Jul 1, 2025
Advisor changed firm
Todd Michael Koyama left Selkirk Wealth Advisors, Llc for Stewardship Concepts Financial Services Llc (registered 2025-06-20)
Form ADVobserved 5 days ago