Joseph J. Depascale
TOTAL FINANCIAL MANAGEMENT
Poland, OH 44514
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CRD#: 6768428
Professional summary
Joseph James Depascale, CFP® is a registered financial advisor currently at TOTAL FINANCIAL MANAGEMENT, LLC located in Poland, Ohio.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Joseph has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Mr. DePascale is the sole owner of Joseph J. DePascale, CPA, CFP � , AIFA � , CMFS & Associates, LLC an Ohio based Public Accounting Firm. The firm handles an array of clients. The accounting practice represents approximately 50% of Mr. DePascale's time.
2) Mr. DePascale is a co-owner of a real estate holding company, M. A. J. Realty, LLC, organized in the State of Ohio. Mr. DePascale receives no compensation from this entity.
CRS (Client Relationship Summary) - RIA
Click below to view Joseph James Depascale's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2000
Experience
Current
April 11, 2017 - Present
TOTAL FINANCIAL MANAGEMENT, LLC
Office #1: 207 South Main Street, Poland, OH 44514RIA
CRD#: 287489
Poland, OH
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Ohio(6/22/2018)
IAR
Pennsylvania(4/11/2017)
IAR
Texas(4/4/2022)
Exams
Current Firm
TF
TOTAL FINANCIAL MANAGEMENT, LLC
TOTAL FINANCIAL MANAGEMENT, LLC
CRD#: 287489 / SEC#:
Ohio
Registered Investment Advisory firm - (6/22/2018 Approved)Pennsylvania
Registered Investment Advisory firm - (4/11/2017 Approved)Texas
Registered Investment Advisory firm - (3/22/2022 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
207 South Main Street, Poland, OH 44514
Mailing Address
Phone number
(330) 707-1919
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 265 |
| AUM (Assets Under Management) | $ 71,525,338 |
Red Flags
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