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Anthony Allen Tomash

Advisor at Wealthcare Advisory Partners LLC — Atkins, IA

Updated today

Credentials

Series 63, Series 65

Experience

31 years

Location

Atkins, IA

Wealthcare Advisory Partners LLC logo

Wealthcare Advisory Partners LLC

Multi-team

Total advisors

169

Across 86 offices

Clients per advisor

63 Typical

Avg AUM per client

$719,205 Typical

HNW client ratio

20% Typical

About

Anthony Tomash is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has operated his own businesses, including Tomash Insurance Agency LLC and Tomash Tax Preparation LLC, focusing on insurance and tax preparation services alongside his advisory work. Wealthcare Advisory Partners LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a goals-based financial advising approach supported by proprietary software and combines quantitative metrics with fundamental and behavioral analysis to implement both passive and active investment strategies.

Client services

Based on Wealthcare Advisory Partners LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Wealthcare Advisory Partners LLC

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Wealthcare Advisory Partners LLC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fees based on expected effort and duration for financial planning engagements.

Percentage

up to 1.85% annually (negotiable)

Commissions

Certain Advisory Persons receive commissions for securities and insurance sales in their separate capacity; these commissions are separate from WCAP advisory fees.

Project-based

$150 to $400 per hour for financial planning and consulting services.

Other

Fee-only: Financial planning and consulting fees range from $150 to $400 per hour; fixed fees based on expected effort and duration; ongoing fees up to $15,000 invoiced quarterly in advance; ongoing asset-based consulting fees up to 1% of assets consulted on, paid quarterly in advance.

Location

See office

Atkins, IA

Atkins IA

Advisors at this office

1

Most active in

Iowa

Work history

31 years of industry experience

Tomash Insurance Agency LLC

2023 - Present • 3 years

Atkins, IA

Wealthcare Advisory Partners LLC dba Tomash Financial

2017 - Present • 9 years

Atkins, IA

Tomash Tax Preparation LLC

2016 - Present • 10 years

Atkins, IA

Summit Financial Group Inc

2016 - 2017 • 1 year

Boca Raton, FL

Summit Brokerage Services, Inc.

2016 - 2017 • 1 year

Cedar Rapids, IA

Tomash Financial

2015 - 2017 • 2 years

Cedar Rapids, IA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Ethan B

Series 65, CRPC®

Cedar Rapids, IA

Iowa Retirement Benefits & Solutions

Ethan Ball is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 65 designation and three years of industry experience. He has worked at Iowa Retirement Benefits since 2021, where he serves as Founder & Senior Advisor. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, pension plans, trusts, estates, and corporate clients. The firm employs a tailored investment process using internally developed and independent asset allocation models, combining fundamental and technical analysis to manage client portfolios.

Retirement income strategy Roth conversion strategy Retirement withdrawal strategies Tax-loss harvesting General retirement planning University Employee Engineering Professional Executive Approaching retirement Retired Gen X (Born 1965-1980)

Keenan R

Series 65

Cedar Rapids, IA

Iowa Retirement Benefits & Solutions

Keenan Redfearn is a financial advisor at Coppell Advisory Solutions LLC with one year of industry experience. He holds a Series 65 designation and works at Iowa Retirement Benefits and Solutions. In addition to his advisory role, Mr. Redfearn is an insurance agent, utilizing various insurance products to further assist clients. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm uses a tailored investment process incorporating both fundamental and technical analysis, offering an open-architecture platform that includes a range of asset types and ongoing portfolio supervision.

Retirement income strategy Active portfolio management Income planning Social Security optimization Medicare planning Executive Founder/Business Owner Approaching retirement Retired
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Zachary B

Series 65

Cedar Rapids, IA

Iowa Retirement Benefits & Solutions

Zachary Brotzman is a financial advisor at Coppell Advisory Solutions LLC with a Series 65 designation and experience working in the financial services industry since 2016. Prior to joining Coppell Advisory Solutions in 2025, he worked at Iowa Retirement Benefits and Solutions and Bankers Life and Casualty. Outside of investment advisory, he is involved in selling insurance and annuity products through Iowa Retirement Benefits and Solutions. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm employs a tailored investment approach using internally developed or independent asset allocation models and implements strategies consistent with client goals.

Retirement income strategy General estate planning guidance Cash flow / budgeting Social Security optimization Long-term care insurance Executive Founder/Business Owner Retired University Employee Approaching retirement Retired
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Lance M

Series 65

Marion, IA

Lexington Capital, LLC

Lance McDonald is a financial advisor at Lexington Capital, LLC, holding a Series 65 designation with nine years of industry experience. He has been with Lexington Capital since 2011. Additionally, he is a licensed insurance agent with an Iowa Life and Health Insurance license. Lexington Capital is an independent advisory firm managing approximately $12.6 million for individuals, high-net-worth clients, charitable organizations, and other advisers. The firm provides portfolio management, financial planning, subadviser services, and participant account management, employing a combination of tactical and strategic asset allocation supported by quantitative and technical analysis.

Active portfolio management General retirement planning
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Riddhiman M

Series 66, Series 65

Cedar Rapids, IA

Ares-Bound Capital

Riddhiman Moharar is a financial advisor at Ares-Bound Capital with five years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at International Business Machines Corp. for five years. Outside of advising, he operates an entertainment business. Ares-Bound Capital is an independent investment advisory firm serving individuals, high-net-worth clients, and small businesses. The firm offers discretionary portfolio management and personalized financial planning utilizing tactical asset allocation, quantitative techniques, and a range of securities, with a focus on monthly portfolio reviews and the ability to implement higher-risk strategies by client consent.

Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k)
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Bradley P

Series 65, Series 63

Cedar Rapids, IA

Raindrop Financial, Inc

Bradley Parsons is the sole advisor at Raindrop Financial, Inc. He holds Series 65 and Series 63 credentials and has 12 years of experience in the financial industry. Parsons has maintained a concurrent career as an optometrist since 2004, serving as president of his own practice. Raindrop Financial provides active investment management focused on options and futures-based trading strategies for pooled and institutional-style accounts. The firm employs a market-timing approach supported by back-testing and model trades, emphasizing liquidity and risk management.

Options & derivatives strategies Optometrist
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