Unclaimed Profile

Sylvain David Templeman

PACIFIC FINANCIAL GROUP INC·BELLEVUE, Washington

Series 6, Series 7, Series 63, Series 65Clean record18 years registeredPACIFIC FINANCIAL GROUP INC

777 108TH AVENUE NE, BELLEVUE, WA 98004CRD# 3127588Firm CRD# 105203

Profile Verification

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

Identity

Sylvain David Templeman · BELLEVUE, WA

Registration

CRD #3127588 · PACIFIC FINANCIAL GROUP INC · 18 years registered

Brand Profile

Not yet started

Career History

SUMMIT GLOBAL INVESTMENTS, LLC

Sep 2025 – present

INDEPENDENT FINANCIAL GROUP, LLC

Sep 2022 – Apr 2024

SAN DIEGO, CA

THE PACIFIC FINANCIAL GROUP, INC.

Feb 2008 – Jul 2022

BELLEVUE, WA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · February 21, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PACIFIC FINANCIAL GROUP INC

CRD 105203 · SEC 801-18151

AUM

$3.7B

Regulatory assets under management

Employees

18,773 client accounts

Services offered by PACIFIC FINANCIAL GROUP INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PACIFIC FINANCIAL GROUP INC →

Introduction

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Frequently Asked Questions

What services does Sylvain David Templeman offer?

Sylvain David Templeman specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BELLEVUE, Washington for a consultation.

What are Sylvain David Templeman's credentials?

Sylvain David Templeman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sylvain David Templeman located?

Sylvain David Templeman is based in BELLEVUE, Washington, working with PACIFIC FINANCIAL GROUP INC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.

How does Sylvain David Templeman charge for services?

Sylvain David Templeman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PACIFIC FINANCIAL GROUP INC?

PACIFIC FINANCIAL GROUP INC has approximately 67 employees and manages $3.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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