Ivan Tokarev

Financial advisor at Total Wealth Services, LLC · Westlake Village, CA

Last updated 2026-10-10

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Ivan Tokarev is a financial advisor at Total Wealth Services, LLC in Westlake Village, CA, CRD 8317303. Licenses and exams on the registration: Series 65. IAPD registration began 2026-07-24.

Registration

CRD number
8317303
Registration status
Active
IAPD registration
2026-07-24
Industry Experience
0 years
Work Experience
10 years
States registered
CA

Licenses and exams

  • Series 65

Work history

  • 2024-11 to Present · Total Wealth Services, LLC · Westlake Village, CA
  • 2016-10 to 2017-09 · Ezstoragev · Chatsworth, CA
  • 2017-12 to 2019-03 · Chase · North Hollywood, CA
  • 2026-07 to Present · Total Wealth Services, LLC · Westlake Village, CA
  • 2019-04 to 2024-11 · Wells Fargo · Toluca Lake, CA

Current employment

SEC IAPD record for Ivan Tokarev

Total Wealth Services, LLC

Regulatory AUM
$186,079,681
Registered advisors
7
Offices
2
Clients per advisor
23.1 (Low)
Average AUM per client
$1.1M (Low)
High-net-worth client ratio
63.6% (High)

Total Wealth Services, LLC: advisors, services and reported ETF investments

About

Ivan Tokarev is a financial advisor at Total Wealth Services, LLC in Westlake Village, CA. Reported securities licenses include Series 65. The latest record indicates less than 1 year of industry experience and 10 years of reported work history.

Total Wealth Services, LLC's firm-level Form ADV reports 7 advisors across 2 offices; approximately 23.1 clients per advisor, average assets per client of $1,148,640, and regulatory AUM of $186.1M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, and Pension Consulting Services.

What this firm offers

Filed by Total Wealth Services, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Pension Consulting Services

Fee options

  • Percentage of Assets Under Management

Business and affiliations

  • Accountant or Accounting Firm

Location

4165 E Thousand Oaks Blvd, Westlake Village, CA 91362

6 advisors at this office.

Total Wealth Services office in Westlake Village, CA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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