Michael
Tomscha

Pfg Advisors

CRD#6960835
Investment Advisor
in Salem, OR

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About this Advisor

Michael Tomscha is a financial advisor based in Salem, Oregon, working with Pfg Advisors. Michael has previously held positions at Raymond James Financial Services, Inc, Tiva, Cinebune, Western Oregon University, Oregon State Cu, First Tech Federal Credit Union, Raymond James Financial Services Advisors Inc, Securities America, Inc, Pfg Advisors, and Osaic Wealth, Inc. Michael has passed the Series 66 regulatory exam and is registered to provide services in Oregon and Texas. Currently, Michael is part of Pfg Advisors, which operates out of Salem, Oregon. The firm has 131 offices and 115 employees. The firm manages assets totaling $2.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Pfg Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5402 River Rd N
Salem, OR 97303

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Pfg Advisors Brokerage Details

Total Assets Under Management

$2,333,278,575

OR Average: $1,555,372,352
Total Number of Employees

115

OR Average: 37
Total Number of Accounts

11,752

OR Average: 1,370
Average Account Size

$198,543

OR Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Michael Tomscha Work History

2024 - Present (0 year)

Osaic Wealth, Inc

2020 - Present (4 years)

Securities America, Inc

2020 - Present (4 years)

Pfg Advisors

2018 - 2020 (2 years)

Raymond James Financial Services, Inc

2018 - 2020 (2 years)

Raymond James Financial Services Advisors Inc

2018 - 2018 (< 1 year)

First Tech Federal Credit Union

2017 - 2017 (< 1 year)

Western Oregon University

2017 - 2018 (1 year)

First Tech Federal Credit Union

2016 - 2016 (< 1 year)

Western Oregon University

2016 - 2017 (1 year)

Oregon State Cu

2014 - 2016 (2 years)

Cinebune

2012 - 2015 (3 years)

Tiva

Disclosures

Please visit the SEC profile of Michael Tomscha to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pfg Advisors

Thomas Green
Austin, TX
Eric Stelnick
Valencia, CA
Mark Nickles
Phoenix, AZ
Chad Walker
Phoenix, AZ
Andrew Van Dyke
Eagle, ID
John Griffith
Eugene, OR
Ramona Maior
Phoenix, AZ
Tyler Grantham
Phoenix, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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