Michael Tomscha (CRD# 6960835) is an Investment Advisor Representative working at Pfg Advisors in Salem, OR and has over 5 years of experience in the finance industry.
CRD# 6375005
Edward Jones
CRD# 2113992
Mariner Wealth
CRD# 2795104
True Private Wealth Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Osaic Wealth, Inc. | Eugene, OR | Jun 2024 - Current | < 1 |
Pfg Advisors | Wilsonville, OR | May 2020 - Current | 4 |
Securities America, Inc. | Wilsonville, OR | May 2020 - Jun 2024 | 4 |
Raymond James Financial Services Advisors Inc. | Wilsonville, OR | Aug 2018 - May 2020 | 1 |
Raymond James Financial Services, Inc. | Wilsonville, OR | May 2018 - May 2020 | 2 |
First Tech Federal Credit Union | Wilsonville, OR | Apr 2018 - Apr 2018 | < 1 |
First Tech Federal Credit Union | Salem, OR | Mar 2017 - Apr 2018 | 1 |
Western Oregon University | Manmouth, OR | Jan 2017 - Mar 2017 | < 1 |
Oregon State Cu | Manmouth, OR | Jun 2016 - Jan 2017 | < 1 |
Western Oregon University | Manmouth, OR | Mar 2016 - Jun 2016 | < 1 |
Cinebune | Salem, OR | Jan 2014 - Mar 2016 | 2 |
Tiva | Salem, OH | Mar 2012 - Jun 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2018 |
- OR
- TX
-
Total Assets Under Management2,333MILLIONS
-
Total Number of Accounts11,752ACCOUNTS
-
Average Account Value$198,543
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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