Joseph Tomkiewicz
Financial advisor at Sierra Financial Advisory · Nevada City, CA
Last updated 2026-10-10
Claim your profileJoseph Tomkiewicz is a financial advisor at Sierra Financial Advisory in Nevada City, CA, CRD 3162964. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 1999-04-02.
Registration
- CRD number
- 3162964
- Registration status
- Active
- IAPD registration
- 1999-04-02
- Industry Experience
- 27 years
- Work Experience
- 22 years
- States registered
- CA, OR, TX
Licenses and exams
- Series 63
- Series 65
Designations
- CFP®
Work history
- 2004-03 to Present · Sierra Financial Advisory · Grass Valley, CA
Current employment
- Sierra Financial Advisory · Nevada City, CA
Sierra Financial Advisory
- Regulatory AUM
- $144,930,000
- Registered advisors
- 2
- Offices
- 1
- Average AUM per client
- $837.7K (Low)
- High-net-worth client ratio
- 26.0% (Moderate)
Sierra Financial Advisory: advisors, services and reported ETF investments
About
Joseph Tomkiewicz is a CFP® financial advisor at Sierra Financial Advisory in Nevada City, CA. Reported securities licenses include Series 63 and Series 65. The latest record indicates 27 years of industry experience and 22 years of reported work history.
SEC disclosures list additional business and community activities: I Am An Agent With Fixed Annuity Companies: This outside activity correlates directly with my role as financial advisor for sierra financial advisory; Approx.
Sierra Financial Advisory's firm-level Form ADV reports 2 advisors across 1 offices; approximately 86.5 clients per advisor, average assets per client of $837,746, and regulatory AUM of $144.9M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses.
What this firm offers
Filed by Sierra Financial Advisory on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Commissions
Business and affiliations
- Insurance Broker or Agent
Location
Nevada City, CA
2 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 530-470-8939
- Website: sierrafinancialadvisory.com
Official record
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