Carey Anne Tafelsky

Employer firm

Old Mission Investment Company, LLC CRD 140381

$929M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• CONSULTATION SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → Present
  Old Mission Investment Company, Llc
  Traverse City, MI

Other Businesses

MS. TAFELSKY SERVES ON THE INVESTMENT COMMITTEE OF OLD MISSION TRUST COMPANY, SERVING AS A MEMBER OF THE COMMITTEE. SERVICES PROVIDED INCLUDE TRUST ADMINISTRATION, INVESTMENT MANAGEMENT, TAX MANAGEMENT AND OTHER RELATED FIDUCIARY SERVICES COMMENSURATE WITH HER PARTICIPATION IN OMT.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-02-23

Designations

• Certified Financial Planner

Other Names

• Carey Ann Stibbs
• Carey Anne Stibbs