Todd Schliiter is a CFP-designated registered investment advisor, based in Snohomish, WA, with 22 years of industry experience.
Location
Snohomish, WA
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Regulatory History (1)
Criminal
April 1985Other Business ActivitiesSells Insurance
Todd is the President & Chief Compliance Officer of Sila Financial, LLC, providing investment advisory services, which takes nearly full-time. He also sells life insurance and fixed annuities, dedicating a few hours per week, and is a registered representative with Purshe Kaplan Sterling Investments, Inc., spending about 10-20% of his time recommending and executing investment products. Finally, Todd is a member of Sno Co Holdings, LLC, a holding company, spending minimal time managing its assets.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Sila Financial, LLC
Previous Registrations
Kms Financial Services, INC.Broker
Kms Financial Services, INC
Titan/value Equities Group, INC.Broker
Abacus Securities CorporationBroker
Laney & CompanyBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.