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Carey Anne Tafelsky

OLD MISSION INVESTMENT COMPANY, LLC·TRAVERSE CITY, Michigan
Unclaimed Profile
880 MUNSON AVENUE, TRAVERSE CITY, MI 49686CRD# 6456688Firm CRD# 140381
01

About

Carey Anne Tafelsky is a registered financial advisor based in TRAVERSE CITY, Michigan, affiliated with OLD MISSION INVESTMENT COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
OLD MISSION INVESTMENT COMPANY, LLC
OLD MISSION INVESTMENT COMPANY, LLC
AUM
$679M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at OLD MISSION INVESTMENT COMPANY, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6456688
Firm CRD# 140381
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Carey Anne Tafelsky offer?
Carey Anne Tafelsky specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TRAVERSE CITY, Michigan for a consultation.
What are Carey Anne Tafelsky's credentials?
Carey Anne Tafelsky is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carey Anne Tafelsky located?
Carey Anne Tafelsky is based in TRAVERSE CITY, Michigan, working with OLD MISSION INVESTMENT COMPANY, LLC. Their office serves clients in the TRAVERSE CITY metropolitan area and surrounding communities.
How does Carey Anne Tafelsky charge for services?
Carey Anne Tafelsky's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OLD MISSION INVESTMENT COMPANY, LLC?
OLD MISSION INVESTMENT COMPANY, LLC has approximately 10 employees and manages $679M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in TRAVERSE CITY
George Brailsford Wislar — OPTIMAL CAPITAL ADVISORS, LLCJeffrey Allen Johnson — OLD MISSION INVESTMENT COMPANY, LLCChristopher Mundt Lamb — OLD MISSION INVESTMENT COMPANY, LLCKurt Austin Schuler — OLD MISSION INVESTMENT COMPANY, LLCJoseph Patrick Batcha Iii — OPTIMAL CAPITAL ADVISORS, LLC
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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