AW
Adam T. Wishard
FIRST PACIFIC FINANCIAL
VANCOUVER, WA 98660
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CRD#: 5143145
AW
Professional summary
Adam Timothy Wishard, CFP® is a registered financial advisor currently at FIRST PACIFIC FINANCIAL, INC. located in Vancouver, Washington.
Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Adam has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
TODD R.E. STRYKER, CFP, INC. - INVESTMENT RELATED - SAME ADDRESS - EMPLOYEE - SECURITIES AND ADVISORY SERVICES THROUGH KMS. *** FIRST PACIFIC FINANCIAL - INVESTMENT RELATED - SAME ADDRESS - NO COMPENSATION THROUGH THIS DBA, MARKETING/PUBLIC NAME FOR SECURITIES AND ADVISORY SERVICES OFFERED THROUGH KMS FINANCIAL SERVICES, INC. - 170 HR/MO, 100 HR/MO DURING TRADING - 2009. ***RESIDENTIAL RENTAL PROPERTY - NOT INVESTMENT RELATED - SAME ADDRESS - OWNER - FEBRUARY 2015 - 1 HR/MONTH - NO HOURS/MONTH DURING TRADING. Adam T. Wishard maintains an insurance license with the Washington state insurance commissions. However, he is not authorized to sell insurance products or receive any commissions of additional compensation for the sale of insurance products. ADAM TIMOTHY WISHARD IS A FINANCE COMMITTEE MEMBER & SWIIFT INIATIVE COMMITTEE MEMBER AT COMMUNITY FOUNDATION FOR SOUTHWEST WASHINGTON; INVESTMENT RELATED: NO; LOCATION: 610 ESTHER STREET VANCOUVER WA 98660; START DATE WITH BUSINESS: 2024-06-30; DESCRIPTION: WE WEAVE THE WORK OF COMMUNITIES TOGETHER, CONNECTING AND UPLIFTING PASSIONATE PEOPLE, CRITICAL RESOURCES AND TRANSFORMATIONAL IDEAS. WORKING SIDE BY SIDE WITH EVERY CORNER AND SECTOR OF OUR REGION, WE HAVE IDENTIFIED SOCIAL AND ECONOMIC JUSTICE AS THE MOST CRITICAL ELEMENTS TO A THRIVING COMMUNITY. WE SERVE TO ADVANCE EFFORTS IN THESE AREAS BY FOSTERING IMPACTFUL GIVING, TRUSTED PARTNERSHIPS AND AUTHENTIC ENGAGEMENT FOR A MORE EQUITABLE SOUTHWEST WASHINGTON; RESPONSIBILITIES DUTIES: ATTEND MEETINGS TO REVIEW THE FOUNDATIONS FINANCIAL REPORTS. VOTE ON AND MAKE RECOMMENDATIONS TO THE BOARD FOR VARIOUS FINANCIAL ACTIVITIES, INCLUDING ACCEPTING COMPLEX GIFTS, SPENDING POLICIES, IMPACT INVESTMENTS, GRANTMAKING, ETC; 1 HOURS PER MONTH DURING TRADING HOURS; 1 HOURS PER MONTH OUTSIDE TRADING HOURS; 0% OF TOTAL YEARLY COMPENSATION DERIVED FROM THE BUSINESS; CONTACT PERSON AT THE ORGANIZATION: RACHON HANSON; WEBSITE ADDRESS OF THE ORGANIZATION: HTTPS://WWW.CFSWW.ORG/.
CRS (Client Relationship Summary) - RIA
Click below to view Adam Timothy Wishard's 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®
Start date: 2011
Experience
Current
August 31, 2016 - Present
FIRST PACIFIC FINANCIAL, INC.
Office #1: 610 Esther Street Suite 100, Vancouver, WA 98660Office #2: 811 Sw 6th Ave Suite 1000, Portland, OR 97204RIA
CRD#: 284736
VANCOUVER, WA
Past
August 7, 2006 - December 31, 2017
KMS FINANCIAL SERVICES, INC.
RIA
CRD#: 3866
VANCOUVER, WA
Past
August 7, 2006 - December 31, 2017
KMS FINANCIAL SERVICES, INC.
BD
CRD#: 3866
VANCOUVER, WA
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".
FP
FIRST PACIFIC FINANCIAL, INC.
FIRST PACIFIC FINANCIAL | TODD R.E. STRYKER, CFP, INC. | FIRST PACIFIC FINANCIAL, INC.
CRD#: 284736 / SEC#: 801-108251
RIA
Registered Investment Advisory firm - (8/17/2016 Approved)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
Alaska(3/12/2024)
IAR
Oregon(9/9/2016)
IAR
Texas(5/19/2021)
IAR
Washington(8/31/2016)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
FP
FIRST PACIFIC FINANCIAL, INC.
FIRST PACIFIC FINANCIAL | TODD R.E. STRYKER, CFP, INC. | FIRST PACIFIC FINANCIAL, INC.
CRD#: 284736 / SEC#: 801-108251
RIA
Registered Investment Advisory firm - (8/17/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
610 Esther Street Suite 100, Vancouver, WA 98660
Mailing Address
Phone number
(360) 254-2585
Established
Firm type
Fiscal year end
# of Employees
31
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,785 |
| AUM (Assets Under Management) | $ 1,512,115,778 |
Red Flags
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