CRD: 139152
Tomchaney Investment Services, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-14-2006
- Office Locations
- 1
Office Locations
About Tomchaney Investment Services, Inc.
Carson Wealth provides holistic financial planning and investment management, building customized plans in plain English with an emphasis on transparent, straightforward fees. Advisors support clients across life stages—young investors, business owners/executives, pre-retirees, retirees, and high-income households needing private client services—covering retirement, tax, estate, insurance, and education planning. Offers an online advisor-matching program to connect prospects with local advisors.
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Investment Vehicles
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Owner & Executives
PAUL BARTLETT TOMCHANEY
President, Registered Investment Advisor
- CRD
- #2777875
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,850,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,850,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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