Michael Henry Tomkiewicz

Financial advisor at Sierra Financial Advisory · Nevada City, CA

Last updated 2026-10-10

Claim your profile

Michael Henry Tomkiewicz is a financial advisor at Sierra Financial Advisory in Nevada City, CA, CRD 7192439. Licenses and exams on the registration: Series 65. IAPD registration began 2019-11-18.

Registration

CRD number
7192439
Registration status
Active
IAPD registration
2019-11-18
Industry Experience
6 years
Work Experience
19 years
States registered
CA, OR, TX

Licenses and exams

  • Series 65

Designations

  • CFP®

Work history

  • 2019-01 to Present · Sierra Financial Advisory · Nevada City, CA
  • 2017-08 to 2018-12 · Nevada Union School District · Nevada City, CA
  • 2007-08 to 2017-07 · Full-Time Education · Grass Valley, CA

Current employment

SEC IAPD record for Michael Henry Tomkiewicz

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

Michael Henry Tomkiewicz is a CFP® financial advisor at Sierra Financial Advisory in Nevada City, CA. Reported securities licenses include Series 65. The latest record indicates 6 years of industry experience and 19 years of reported work history. Reported roles include Nevada Union School District, Full-Time Education.

SEC disclosures list additional business and community activities: I Am A Licensed Insurance Agent For Life And Health Insurance Products.

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.

Sierra Financial Advisory office in Nevada City, CA

Open in Google Maps

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Michael Henry Tomkiewicz?

Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.