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- Custodian
- Assetmark · Charles Schwab & Company · Pershing · SEI · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-10-2012
- Office Locations
- 1
Office Locations
About Post Resch Tallon Group
Post Resch Tallon Group is an independent, full-service wealth management firm providing personalized financial planning and portfolio management for individual investors and businesses. They build customized strategies using a broad menu of third-party portfolio options, with portfolios largely implemented via ETFs and public funds. Client assets are held with major custodians such as Charles Schwab and covered by SIPC protections.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOHN ASA POST II
Certified Financial Planner, President, Secretary
- CRD
- #1130205
- Ownership
- 50% but less than 75%
KERRY PATRICK TALLON
Certified Financial Planner, Chief Compliance Officer, TREASURER, VICE PRESIDENT
- CRD
- #2771471
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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WENDY LYNN DEVINNY
Registered Representative
- CRD
- #3233792
SAMUEL ALEXANDER POST
Financial Advisor
- CRD
- #6340554
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $314,398,845 | $374,730 |
| Non-Discretionary | $25,757,711 | $1,430,984 |
| Total | $340,156,556 | $396,915 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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