First Pacific Financial, Inc.
- Regulatory AUM
- $1.9B
- Discretionary
- $1.9B
- Clients
- 1,312
- Avg AUM / client
- $1.5M
- Accounts
- 4,448
- Employees
- 33
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 726 | $318M | 16.5% |
| High net worth individuals | 565 | $1.5B | 78.3% |
| Pension and profit sharing plans | 1 | $2.2M | 0.11% |
| Charitable organizations | 5 | $19.4M | 1.01% |
| Corporations and other businesses | 15 | $78.0M | 4.05% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Tapani Plumbing, Inc. 401(k) Retirement Plan Tapani Plumbing, Inc. | 2024 | |
| Jrt Mechanical, Inc. Retirement Savings Plan Jrt Mechanical, Inc. | 2024 | |
| Pep Printing, Inc. 401(k) Profit Sharing Plan Pep Printing, Inc. | 2024 | |
| Tapani, Inc. Retirement Savings Plan Tapani, Inc. | 2024 | |
| 2 Towns Ciderhouse 401(k) Plan Forbidden Fruit Ciderhouse, Llc | 2024 | |
| Rotschy, Inc. 401(k) Plan Rotschy, Inc. | 2024 | |
| Jck/Kb Restaurants 401(k) Plan Team Jck, Llc | 2024 |
People (22)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Todd Robert Engblom Stryker | President And Ceo | CFP | Aug 2016 (10y) | 75% or more |
| Adam Timothy Wishard | Shareholder, Co Chief Investment Officer & Advisor | CFP | Aug 2016 (10y) | Less than 5% |
| Brandon Merritt Treasure | Co Chief Investment Officer | CFA | Sep 2016 (10y) | Less than 5% |
| Darren Patrick Farrell | Shareholder | Sep 2016 (10y) | 10% – 25% | |
| Julienne Meret Valois | Shareholder | CFP | Sep 2016 (10y) | Less than 5% |
| Mccauley, Taryn, Marie | Shareholder | Jan 2021 (6y) | Less than 5% | |
| Vaandering, Lori, S | Shareholder | Jan 2021 (6y) | Less than 5% | |
| Kruger, Jacqueline, Noel | Chief Compliance Officer | Jan 2022 (5y) | Less than 5% | |
| Rafik Daniel Fouad | Registered representative | CFP | Sep 2016 (10y) | |
| Rebecca Louise Eckert | Registered representative | CFP Chartered Financial Consultant | Apr 2017 (9y) | |
| Rebecca Marie Garrow | Registered representative | CFP | May 2018 (8y) | |
| Ryan Todd Oldroyd | Registered representative | CFP Personal Financial Specialist | Aug 2018 (8y) | |
| Harrison Edward Hinz | Registered representative | CFP | Aug 2019 (7y) | |
| Elizabeth Ruth Perry | Registered representative | Dec 2019 (7y) | ||
| Aaron Rands Claridge | Registered representative | CFP | Nov 2020 (6y) | |
| Meredith L. Morse | Registered representative | CFP | Sep 2021 (5y) | |
| Isaac Clayton Walters | Registered representative | CFP | Oct 2023 (3y) | |
| Todd James Montalbo | Registered representative | Nov 2023 (3y) | ||
| Peter Mark Nordlund | Registered representative | Jan 2025 (2y) | ||
| Holly Ross | Registered representative | Mar 2025 (1y) | ||
| Matthew James Moss | Registered representative | Jan 2026 (1y) | ||
| Maxwell Thomas Puzzo | Registered representative | Feb 2026 (0y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (7)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Tapani Plumbing, Inc. 401(k) Retirement Plan | Tapani Plumbing, Inc. | 106 | $15.8M | 01/01/2024 |
| Jrt Mechanical, Inc. Retirement Savings Plan | Jrt Mechanical, Inc. | 250 | $17.1M | 01/01/2024 |
| Pep Printing, Inc. 401(k) Profit Sharing Plan | Pep Printing, Inc. | 160 | $16.2M | 01/01/2024 |
| Tapani, Inc. Retirement Savings Plan | Tapani, Inc. | 620 | $47.6M | 01/01/2024 |
| 2 Towns Ciderhouse 401(k) Plan | Forbidden Fruit Ciderhouse, Llc | 126 | $3.7M | 01/01/2024 |
| Rotschy, Inc. 401(k) Plan | Rotschy, Inc. | 521 | $25.1M | 01/01/2024 |
| Jck/Kb Restaurants 401(k) Plan | Team Jck, Llc | 809 | $9.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/12/2026 | 963 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $1.9B (97% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 12, 2026.
View current Form ADV (SEC/IAPD) ↗