Unclaimed Profile

Stephen William Nykamp

TMFS-SAN FRANCISCO-OAKLAND, LLC·PLEASANTON, California

Series 7, Series 66Clean record16 years registeredTMFS-SAN FRANCISCO-OAKLAND, LLC

5684 STONERIDGE DRIVE, SUITE A, PLEASANTON, CA 94588CRD# 5132970Firm CRD# 134173

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephen William Nykamp · PLEASANTON, CA

Registration

CRD #5132970 · TMFS-SAN FRANCISCO-OAKLAND, LLC · 16 years registered

Brand Profile

Not yet started

Career History

FISHER INVESTMENTS

May 2024 – present

EMPOWER ADVISORY GROUP, LLC

Apr 2023 – May 2024

GREENWOOD VILLAGE, CO

PERSONAL CAPITAL ADVISORS CORPORATION

Oct 2013 – Apr 2023

GREENWOOD VILLAGE, CO

TMFS-SAN FRANCISCO-OAKLAND, LLC

Nov 2010 – Jun 2013

PLEASANTON, CA

FINANCIAL NETWORK INVESTMENT CORPORATION

Sep 2009 – Jun 2010

GRANTS PASS, OR

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · September 23, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TMFS-SAN FRANCISCO-OAKLAND, LLC

CRD 134173 · SEC 801-63916

AUM

$249M

Regulatory assets under management

Employees

1,215 client accounts

Services offered by TMFS-SAN FRANCISCO-OAKLAND, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TMFS-SAN FRANCISCO-OAKLAND, LLC →

Introduction

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Frequently Asked Questions

What services does Stephen William Nykamp offer?

Stephen William Nykamp specializes in Financial Planning, Investment Management. Contact their office in PLEASANTON, California for a consultation.

What are Stephen William Nykamp's credentials?

Stephen William Nykamp is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen William Nykamp located?

Stephen William Nykamp is based in PLEASANTON, California, working with TMFS-SAN FRANCISCO-OAKLAND, LLC. Their office serves clients in the PLEASANTON metropolitan area and surrounding communities.

How does Stephen William Nykamp charge for services?

Stephen William Nykamp's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TMFS-SAN FRANCISCO-OAKLAND, LLC?

TMFS-SAN FRANCISCO-OAKLAND, LLC has approximately 3 employees and manages $249M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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