Todd M. Koyama

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

Spokane, WA 99201

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CRD#: 3240300

Professional summary

Todd Michael Koyama, CFP®, who also goes by Todd M Koyama, is a registered financial advisor currently at STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC located in Spokane, Washington.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Todd has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Todd M Koyama

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Selkirk Wealth Advisors, Yes, it is investment related. 203 N Washington St, STE 203, Spokane, WA 99201 Financial Planning and Investment Management Wealth Advisor/Member June 1, 2017 160/per month 0 Wealth advisor/member currently at Selkirk. He is currently transitioning to an independent contractor at our firm.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Michael Koyama's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2011

Experience

Current

June 19, 2025 - Present

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

Office #1: 202 E Spokane Falls Blvd, Ste 201, Spokane, WA 99201

RIA

CRD#: 330611

Spokane, WA

Past

May 31, 2017 - July 1, 2025

SELKIRK WEALTH ADVISORS, LLC

RIA

CRD#: 173605

SPOKANE, WA

Past

September 10, 2012 - June 6, 2017

LPL FINANCIAL LLC

RIA

CRD#: 6413

SPOKANE, WA

Past

August 28, 2012 - June 6, 2017

LPL FINANCIAL LLC

CRD#: 6413

SPOKANE, WA

Past

September 30, 2004 - May 27, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SPOKANE, WA

Past

September 13, 2004 - May 27, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

July 26, 1999 - August 20, 2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

CRD#: 330611 / SEC#: 801-134171

RIA

Registered Investment Advisory firm - (8/14/2025 Approved)

Idaho

Registered Investment Advisory firm - (8/20/2025 Terminated)

Montana

Registered Investment Advisory firm - (8/20/2025 Termination Requested)

Washington

Registered Investment Advisory firm - (9/20/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(6/20/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/8/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/6/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/27/2012

General Securities Representative Examination

Current Firm

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

CRD#: 330611 / SEC#: 801-134171

RIA

Registered Investment Advisory firm - (8/14/2025 Approved)

Idaho

Registered Investment Advisory firm - (8/20/2025 Terminated)

Montana

Registered Investment Advisory firm - (8/20/2025 Termination Requested)

Washington

Registered Investment Advisory firm - (9/20/2025 Terminated)

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Contact information

Main Address

7307 N Division St Ste 205, Spokane, WA 99208

Mailing Address

Phone number

(509) 443-0845

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SCFS ADV PART 2A AUG 2025 (8/20/2025)

Regulatory assets under management

Total Number of Accounts	701
AUM (Assets Under Management)	$ 106,383,834

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Todd M. Koyama

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Michael Koyama's CRS (Customer Relationship Summary).

Certified licenses

Experience

SELKIRK WEALTH ADVISORS, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/8/2012

SIE

Date: 6/6/2017

Series 7

Date: 8/27/2012

Current Firm

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

TRUST BUT VERIFY

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