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Kimberly Tomes

OwnerTotal Wealth Planning and Management, Inc.CRD 6033741

About Kimberly Tomes

Kimberly Tomes is listed as Owner at Total Wealth Planning and Management, Inc.. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Total Wealth Planning and Management, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kimberly Tomes work?

Kimberly Tomes is listed as Owner at Total Wealth Planning and Management, Inc. on SEC Form ADV.

How much of Total Wealth Planning and Management, Inc. does Kimberly Tomes own?

Form ADV reports a beneficial ownership band of Under 5%.

Total Wealth Planning and Management, Inc.

TitleOwner
OwnershipUnder 5%
Control personNo
Since2018