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Braden Taylor

Advisor at LPL Financial — Vancouver, WA 1498 SE Tech Center Pl

Updated today

Credentials

Series 66

Experience

3 years

Location

Vancouver, WA 98683

LPL Financial logo

LPL Financial

Institution

Total advisors

22,816

Across 10,466 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Braden Taylor is a Series 66 licensed financial advisor with LPL Financial and has three years of industry experience. He has worked at several firms, including PNW Wealth Advisors and Northwestern Mutual. Outside of advising, he works as a pro shop attendant at Camas Meadows Golf Course. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Vancouver, WA 1498 SE Tech Center Pl

1498 SE Tech Center Pl #110

Vancouver WA 98683

Advisors at this office

2

Most active in

Washington

Work history

3 years of industry experience

LPL Financial

2025 - Present • 1 year

Vancouver, WA

Camas Meadows Golf Course

2024 - Present • 2 years

Vancouver, WA

PNW Wealth Advisors

2023 - 2025 • 2 years

Vancouver, WA

OSAIC

2023 - 2025 • 2 years

Vancouver, WA

Mansur Financial LLC

2023 - Present • 3 years

Vancouver, WA

PNW Wealth Advisors LLC

2023 - 2023 • 1 year

Vancouver, WA

Royal Alliance Associates, Inc.

2023 - 2023 • 1 year

Vancouver, WA

Mansur Financial

2023 - Present • 3 years

Vancouver, WA

Northwestern Mutual

2022 - 2022 • 1 year

Boise, ID

Safeway

2020 - 2021 • 1 year

Washougal, WA

Boise State University

2019 - 2022 • 3 years

Boise, WA

Camas Meadows Golf Course

2019 - 2022 • 3 years

Camas, WA

Wollam & Associates

2018 - 2020 • 2 years

Vancouver, WA

Student

2006 - 2019 • 13 years

Camas, WA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Brayden D

Series 65

Vancouver, WA

Momentous Wealth Management, Inc.

Brayden Disbrow is a financial advisor at Momentous Wealth Management, Inc. in Vancouver, WA, holding a Series 65 designation. His work history includes roles at Momentous Wealth Management, and Harlow Wealth Management. Momentous Wealth Management serves individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm offers tailored investment advice using a range of securities and incorporates fundamental, technical, cyclical, and ESG analysis methods, with discretionary portfolio management subject to client restrictions.

Wealth management Income planning General estate planning guidance Business ownership considerations General retirement planning

Todd P

AAMS®

Vancouver, WA

Momentous Wealth Management, Inc.

Todd Pisarczyk is Founder, CEO, and Senior Financial Advisor at Momentous Wealth Management, an affiliated SEC-registered investment advisory firm. Todd brings more than 27 years of experience advising individuals and families on wealth management, financial planning, and long-term investment strategy. He began his career in 1999 at a national brokerage firm before founding Momentous Wealth Management in 2004 with the goal of providing comprehensive, fiduciary-based advice through a personalized and planning-focused approach. Under Todd’s leadership, Momentous Wealth Management has grown into an established independent advisory firm with more than $500 million in assets under management. In 2025 and 2026, Forbes recognized Todd as one of the Top Wealth Advisors in the State of Washington, and in 2024, 2025 and 2026, USA Today ranked Momentous Wealth Management among the Top 100 Registered Investment Advisors in the United States, reflecting the firm’s continued commitment to client service and long-term outcomes. Todd works closely with clients, attorneys, and other professional advisors to integrate investment management with broader estate and financial planning strategies. His experience building and leading a successful independent advisory firm provides a strong foundation for guiding the investment oversight and portfolio strategy supporting the trust company’s fiduciary services. Todd earned a Bachelor’s degree in Business Administration, magna cum laude, from Washington State University and holds the Accredited Asset Management Specialist℠ (AAMS®) designation.

Business ownership considerations General retirement planning Retirement income strategy General estate planning guidance Wealth management Self-Employed Attorney Executive Founder/Business Owner Public Service Employee Young Professionals Mid-Career Professionals

Aiden P

Series 65

Vancouver, WA

Momentous Wealth Management, Inc.

Aiden Pisarczyk is a financial advisor at Momentous Wealth Management, Inc. in Vancouver, WA. He holds a Series 65 credential and has been with the firm since 2020. Prior to his advisory role, his work experience includes positions in education and customer service. Momentous Wealth Management is a team-based registered investment adviser managing approximately $356 million for around 455 clients. The firm offers customized portfolio management and financial planning services, utilizing a mix of individual securities and third-party sub-advisers, with an investment approach that incorporates fundamental, technical, cyclical, and ESG analysis.

General retirement planning Retirement income strategy General tax planning Retired Self-Employed Technology Professional Young Professionals Career Changers Approaching retirement
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Suzanne H

CFP®, CFA®, Series 65

Portland, OR

Core Planning

Suzanne Highet is a financial advisor at Core Planning in Portland, OR, holding the CFP®, CFA®, and Series 65 credentials with 21 years of industry experience. Her prior roles include positions at The Stanich Group LLC, Highet Advisory LLC, and CTC Consulting, LLC. Outside of her advisory work, she operates Highet Advisory LLC, a business consulting service focused on supporting registered investment advisors with investment programs and portfolio management. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, using a combination of in-house advice, third-party money managers, and model portfolios.

Early retirement planning RSUs / ISOs / NSOs Wealth management ESG / Sustainable investing Passive / index investing HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Women's Finance Approaching retirement LGBTQIA
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Jeremy W

CFP®, Series 65

Lake Oswego, OR

Davidson & Watson Financial

Jeremy Watson is a CFP® and Series 65-registered financial advisor with eight years of industry experience. He has worked at Watson Financial, LLC since 2020 and previously at Tony H. Davidson Comprehensive Financial Management, LLC. Before entering financial services, he was affiliated with St. Andrew's Presbyterian Church for seven years. Davidson & Watson Financial offers financial planning and portfolio management for individuals, high-net-worth clients, and small businesses. The firm employs both fundamental and technical analysis, managing portfolios with mutual funds, equities, bonds, ETFs, REITs, and government securities.

General retirement planning Income planning Wealth management Founder/Business Owner
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Aaron N

Series 63, Series 65

Portland, OR

Shared Prosperity Group

Aaron Nielsen is a financial advisor at Shared Prosperity Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Empower Annuity Insurance Company of America, Fisher Investments, and Mariner Wealth Advisors. Shared Prosperity Group is an independent advisory firm serving individuals, high-net-worth clients, and business entities by providing discretionary portfolio management and tailored financial advice. The firm uses a strategic asset allocation approach, incorporating direct indexing and exchange-traded funds, and maintains a commitment to philanthropy by contributing 10% of gross revenue to donor-advised funds for U.S. nonprofits.

Tax-loss harvesting College savings (529s, UTMA, etc.) General retirement planning Charitable giving & philanthropy
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