Unclaimed Profile

Todd David Flynn

SOUNDMARK WEALTH MANAGEMENT, LLC·KIRKLAND, Washington

Series 65Clean record24 years registeredSOUNDMARK WEALTH MANAGEMENT, LLC

11400 98TH AVENUE NE, KIRKLAND, WA 98033CRD# 4533547Firm CRD# 121344

Profile Verification

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

Identity

Todd David Flynn · KIRKLAND, WA

Registration

CRD #4533547 · SOUNDMARK WEALTH MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

EP WEALTH ADVISORS

Jan 2022 – present

SOUNDMARK WEALTH MANAGEMENT, LLC

Aug 2002 – Dec 2021

KIRKLAND, WA

PACIFIC ASSET MANAGEMENT, LLC

May 2002 – Dec 2007

KIRKLAND, WA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 3, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SOUNDMARK WEALTH MANAGEMENT, LLC

CRD 121344 · SEC 801-68799

AUM

$411M

Regulatory assets under management

Employees

805 client accounts

Services offered by SOUNDMARK WEALTH MANAGEMENT, 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 SOUNDMARK WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Todd David Flynn offer?

Todd David Flynn specializes in Financial Planning, Investment Management. Contact their office in KIRKLAND, Washington for a consultation.

What are Todd David Flynn's credentials?

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

Where is Todd David Flynn located?

Todd David Flynn is based in KIRKLAND, Washington, working with SOUNDMARK WEALTH MANAGEMENT, LLC. Their office serves clients in the KIRKLAND metropolitan area and surrounding communities.

How does Todd David Flynn charge for services?

Todd David Flynn's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SOUNDMARK WEALTH MANAGEMENT, LLC?

SOUNDMARK WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $411M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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