Edward Tomasko
Edward Tomasko is a CFP-designated registered investment advisor at Innovative Asset Advisors Group, based in Shelton, CT, with 20 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 193 clients with $130M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1 Enterprise Drive, Suite 425, Shelton, CT, 06484
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Edward works full-time as a tax preparer for Financial Strategies Investment Advisor Services during tax season. He is also an independent insurance agent selling fixed insurance products, dedicating minimal time to this activity, and a non-majority partner/CFO and passive investor in Element Sunlight Properties, Ltd., spending a few hours per week.
Employment History
Current Registrations
Innovative Asset Advisors Group
Previous Registrations
Financial Strategies Investment Advisor Services, INC.
Financial Strategies Investment Advisor Services, INC.
Mutual Service Corporation
Strategies Investment Advisor Services, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.