Morgan Stanley
47yrs
Top 1% by experience in Westlake Village
New
Ivan Tokarev
Financial advisor at Total Wealth Services
Ivan Tokarev is a fiduciary financial advisor in Westlake Village, California, registered since Jul 2026. Ivan joined Total Wealth Services in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Total Wealth Services reports being paid through a percentage of assets.
One of 645 advisors with offices in Westlake Village, and one of 575 fiduciaries.
At a glance
ExperienceNew to the profession (since Jul 2026)
How that compares ?New to the profession
Office4165 E Thousand Oaks Blvd #355, Westlake Village, CA 91362
How the firm is paid ?Percent of assets
Typical client at the firm ?$1.16 million
Advisors at the firm7
States licensed ?1 state
Services through Total Wealth Services
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Jul 2026 – nowTotal Wealth Services, LLCCurrent firm
Contact Ivan
(818) 309-3071Total Wealth Services main office 4165 E Thousand Oaks Blvd #355Westlake Village, CA 91362Office · Get directions Firm websitetotalwealthservices.com
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Questions to ask Ivan
Tailored to Ivan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ivan
How do I contact Ivan?
Call Total Wealth Services at (818) 309-3071 and ask for Ivan Tokarev. Ivan works from the Westlake Village, CA office.
How long has Ivan been a financial advisor?
Ivan is new to the profession, registered since Jul 2026, and holds 1 license.
What licenses does Ivan hold?
Series 65. Tap any license on this page to see what it allows.
Is Ivan a fiduciary?
Ivan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ivan paid?
Total Wealth Services reports being paid by a percentage of the assets they manage. Ask Ivan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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