Unclaimed Profile

Carey Anne Tafelsky

OLD MISSION INVESTMENT COMPANY, LLC·TRAVERSE CITY, Michigan

Series 65Clean record11 years registeredOLD MISSION INVESTMENT COMPANY, LLC

880 MUNSON AVENUE, TRAVERSE CITY, MI 49686CRD# 6456688Firm CRD# 140381

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Carey Anne Tafelsky · TRAVERSE CITY, MI

Registration

CRD #6456688 · OLD MISSION INVESTMENT COMPANY, LLC · 11 years registered

Brand Profile

Not yet started

Career History

OLD MISSION INVESTMENT COMPANY, LLC

Mar 2015 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 2, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OLD MISSION INVESTMENT COMPANY, LLC

CRD 140381 · SEC 801-66666

AUM

$679M

Regulatory assets under management

Employees

1,751 client accounts

Services offered by OLD MISSION INVESTMENT COMPANY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at OLD MISSION INVESTMENT COMPANY, LLC →

Introduction

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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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