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Current Employers
Wealthcare Advisory Partners Llc

1065 Andrew Drive, West Chester, PA 19380 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2017-03-22
  • IA RA
    APPROVED
    Since 2017-03-22

Branch Locations

1065 Andrew Drive, West Chester, PA 19380 • United States

Atkins, IA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Vsr Financial Services, Inc Overland Park KS 06/2012 09/2016
Vsr Advisory Services Overland Park KS 06/2012 09/2016
Tomash Financial Cedar Rapids IA 01/2015 03/2017
Summit Brokerage Services, Inc. Cedar Rapids IA 09/2016 03/2017
Summit Financial Group Inc Boca Raton FL 09/2016 03/2017
Wealthcare Advisory Partners Llc Dba Tomash Financial Atkins IA 03/2017 Present
Tomash Insurance Agency Llc Atkins IA 06/2023 Present
Tomash Tax Preparation Llc Atkins IA 11/2016 Present
  • 06/2012 → 09/2016
    Vsr Financial Services, Inc
    Overland Park, KS
  • 06/2012 → 09/2016
    Vsr Advisory Services
    Overland Park, KS
  • 01/2015 → 03/2017
    Tomash Financial
    Cedar Rapids, IA
  • 09/2016 → 03/2017
    Summit Brokerage Services, Inc.
    Cedar Rapids, IA
  • 09/2016 → 03/2017
    Summit Financial Group Inc
    Boca Raton, FL
  • 03/2017 → Present
    Wealthcare Advisory Partners Llc Dba Tomash Financial
    Atkins, IA
  • 06/2023 → Present
    Tomash Insurance Agency Llc
    Atkins, IA
  • 11/2016 → Present
    Tomash Tax Preparation Llc
    Atkins, IA
Previous Registrations
  • 2016-09-01 → 2017-03-23
    Summit Financial Group Inc
    Cedar Rapids, IA
  • 2012-06-27 → 2016-09-01
    Vsr Financial Services, Inc.
    Cedar Rapids, IA
    Fairfax, IA
    Overland Park, KS
    Dubuque, IA
  • 2007-09-11 → 2012-06-27
    Investment Advisors Corp
    Cedar Rapids, IA
Other Businesses

1. ANTHONY "TONY" TOMASH; INVESTMENT RELATED; 101 3RD AVENUE SW, SUITE 205, CEDAR RAPIDS IA 52404; FIXED AND TRADITIONAL INSURANCE; AGENT; BEGAN SEPTEMBER 1997; APPROXIMATELY 40 HOURS PER MONTH INCLUDING DURING TRADING HOURS; FIXED AND TRADITIONAL INSURANCE SALES. 2. TOMASH INSURANCE AGENCY LLC; INVESTMENT RELATED; 7131 33RD AVE, ATKINS, IA 52206; FIXED ANNUITY, MEDICARE HEALTH INSURANCE LINES, LIFE INSURANCE; OWNER; BEGAN JUNE 2023; APPROXIMATELY 4 HOURS PER MONTH INCLUDING DURING TRADING HOURS; LLC ESTABLISHED FOR TAX PURPOSES. 3. TOMASH FINANCIAL; NOT INVESTMENT RELATED; 7131 33RD AVE, ATKINS, IA 52206; HEALTH INSURANCE RELATED PRODUCTS; AGENT; 5/2015; 12 HOURS A MONTH NOT DURING TRADING; INSURANCE SALES. 4. TOMASH TAX PREPARATION LLC; NOT INVESTMENT RELATED; 7131 33RD AVE, ATKINS, IA 52206; OWNER; INDIVIDUAL TAX PREPARATION AND SMALL BUSINESS TAX PREPARATION; 20 HOURS A MONTH

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-09-10
S63 Uniform Securities Agent State Law Examination 1994-10-12
  • S65 Uniform Investment Adviser Law Examination
    2007-09-10
  • S63 Uniform Securities Agent State Law Examination
    1994-10-12
Other Names
  • Tony Tomash

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