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Ivan Tokarev

Total Wealth Services, LLC

Westlake Village, CA

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Current Employers
Total Wealth Services, Llc

4165 E Thousand Oaks Blvd #355, Westlake Village, CA 91362 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-24
  • CA RA
    APPROVED
    Since 2026-07-24

Branch Locations

4165 E Thousand Oaks Blvd #355, Westlake Village, CA 91362 • 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
Total Wealth Services, Llc Westlake Village CA 11/2024 Present
Brightcurrent Sherman Oaks CA 06/2015 09/2016
Ezstoragev Chatsworth CA 10/2016 09/2017
Chase North Hollywood CA 12/2017 03/2019
Total Wealth Services, Llc Westlake Village CA 07/2026 Present
Wells Fargo Toluca Lake CA 04/2019 11/2024
  • 11/2024 → Present
    Total Wealth Services, Llc
    Westlake Village, CA
  • 06/2015 → 09/2016
    Brightcurrent
    Sherman Oaks, CA
  • 10/2016 → 09/2017
    Ezstoragev
    Chatsworth, CA
  • 12/2017 → 03/2019
    Chase
    North Hollywood, CA
  • 07/2026 → Present
    Total Wealth Services, Llc
    Westlake Village, CA
  • 04/2019 → 11/2024
    Wells Fargo
    Toluca Lake, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-14
  • S65 Uniform Investment Adviser Law Examination
    2026-07-14

View on SEC IAPD

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Other Offices

MANCHESTER FINANCIAL INC · WESTLAKE VILLAGE, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WESTLAKE VILLAGE, CA
EAGLE STRATEGIES LLC · WESTLAKE VILLAGE, CA
RKS MANAGEMENT, INC. · WESTLAKE VILLAGE, CA
MERCER GLOBAL ADVISORS INC. · Westlake Village, CA
LPL FINANCIAL LLC · WESTLAKE VILLAGE, CA
MML INVESTORS SERVICES, LLC · WESTLAKE VILLAGE, CA
EDWARD JONES · Westlake Village, CA

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