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Anthony Allen Tomash

31 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
165 advisors
Number of Clients
9,142 clients
Average Client Portfolio
$658K average
Assets Under Management
$6.0B

Fee Structure

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Location

1065 Andrew Drive, West Chester, PA, 19380

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Anthony is an agent selling fixed and traditional insurance, dedicating about a quarter of his time to this activity. He also owns Tomash Insurance Agency LLC, focusing on fixed annuities, Medicare health insurance, and life insurance, and spends minimal time on this. Additionally, Anthony is an agent for Tomash Financial, selling health insurance products, and spends a few hours per week on this, and owns Tomash Tax Preparation LLC, spending about 10-20% of his time on tax preparation.

Employment History
Current Registrations
Wealthcare Advisory Partners LLC
March 2017 - Present · 8 yrs 11 mos
Previous Registrations
Summit Financial Group INC
September 2016 - March 2017 · 6 mos
Summit Brokerage Services, INC.Broker
September 2016 - March 2017 · 6 mos
Vsr Advisory Services
June 2012 - September 2016 · 4 yrs 3 mos
Vsr Financial Services, INC.Broker
June 2012 - September 2016 · 4 yrs 3 mos
Investment Advisors CORP
September 2007 - June 2012 · 4 yrs 9 mos
Broker Dealer Financial Services CORP.Broker
December 1998 - June 2012 · 13 yrs 6 mos
Berthel, Fisher & Company Financial Services, INC.Broker
October 1994 - December 1998 · 4 yrs 2 mos
State Registrations1 state
IA
Advisor
Exams
No exam information available for this advisor.