Unclaimed Profile

Walter Joseph Kasianchuk

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

Series 7, Series 66Clean record21 years registeredTMFS-SAN FRANCISCO-OAKLAND, LLC

5684 STONERIDGE DRIVE, SUITE A, PLEASANTON, CA 94588CRD# 4815984Firm CRD# 134173

Profile Verification

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

Identity

Walter Joseph Kasianchuk · PLEASANTON, CA

Registration

CRD #4815984 · TMFS-SAN FRANCISCO-OAKLAND, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TMFS-SAN FRANCISCO-OAKLAND, LLC

FINANCIAL ENGINES ADVISOR CENTER, LLC

Jul 2013 – Dec 2016

SANTA CLARA, CA

TMFS-SAN FRANCISCO-OAKLAND, LLC

Feb 2005 – Jul 2013

PLEASANTON, CA

AMERICAN EXPRESS FINANCIAL ADVISORS, INC.

Aug 2004 – Jan 2005

CAMPBELL, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · August 27, 2004

Years registered · 21

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 Walter Joseph Kasianchuk offer?

Walter Joseph Kasianchuk specializes in Financial Planning, Investment Management.

What are Walter Joseph Kasianchuk's credentials?

Walter Joseph Kasianchuk is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Walter Joseph Kasianchuk located?

Walter Joseph Kasianchuk is based in PLEASANTON, California, last registered with TMFS-SAN FRANCISCO-OAKLAND, LLC.

How does Walter Joseph Kasianchuk charge for services?

Walter Joseph Kasianchuk'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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