Company Name:
TOTAL WEALTH PLANNING AND MANAGEMENT, INC.
CRD Number:
166664
SEC Number:
801-113167
Financial Regulator:
SEC/ FINRA
Website:
http://www.totalwpm.com
Registration started
Ended
2013
2014
2015
2016
2017
2018
2019
2020
CDR: 2300545
WILLIAM TOMES
WILLIAM RICHARD TOMES JR WILLIAM RICHARD TOMES WILLIAM RICHARD JR TOMES WILLIAM RICHARD TOMES JR.
started on 2013-06-06
CDR: 4733622
KIM MORTENSEN
KIM T MORTENSEN KIM TEJLS MORTENSEN MR.
started on 2013-06-06
CDR: 2566483
ALEXANDER POTENZA
ALEX POTENZA
started on 2017-03-22
CDR: 354496
NANCY OVERTON
started on 2018-10-04
CDR: 35780
JOHN BURKE
JOHN J BURKE JR
started on 2020-11-25
CDR: 2566483
ALEXANDER POTENZA
ALEX POTENZA
ended on 2020-09-24



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