Carey Tafelsky has been Managing Member of Old Mission Investment since July 2021, is a control person of the firm and directly owns between 10% and 25% of it. Carey Tafelsky holds a Bachelor of Science in International Business with a minor in Economics from Aquinas College.
Old Mission Investment Company, LLC is a Traverse City, MI firm with $929M under management, 1,055 clients and 6 advisers across 3 offices, as of its October 2026 filing.
Carey A. Tafelsky is Chief Financial Officer and Principal of Old Mission Investment Company. She joined the firm in 2014 after working as a small business lending specialist at the Bank of Northern Michigan and The Bank of Holland, and earlier as a credit analyst at the Bank of Holland and a commercial loan specialist at Mercantile Bank of Michigan. She serves on the Trust and Investment Committee of Old Mission Trust Company and as a wealth manager, providing client services for trust administration, financial planning, tax matters and client reporting.
- – present · 11 yearsTraverse City, MI · Adviser representative · Firm CRD 140381
Professional designations
Listed by Old Mission Investment
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Carey Tafelsky is registered as an investment adviser representative in Michigan, since March 2015.
- MichiganSince 2 March 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 February 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Carey Anne Tafelsky
- CRD
- 6456688
- Firm
- Old Mission Investment · CRD 140381
- Role
- Managing Member
- Office
- 880 MUNSON AVENUE, SUITE B, Traverse City, MI 49686
- Registration
- Investment adviser registration
- In the industry since
- March 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- omico.net
Where does Carey Tafelsky work?
Carey Tafelsky has been Managing Member of Old Mission Investment Company, LLC since July 2021, and is a control person of the firm.
Is Carey Tafelsky a financial advisor?
Yes. Carey Tafelsky has a current investment-adviser registration in Michigan, through Old Mission Investment since March 2015.
How many years of experience does Carey Tafelsky have?
Carey Tafelsky has 11 years in the financial industry, since March 2015, across 1 adviser firm.
What exams has Carey Tafelsky passed?
Carey Tafelsky passed the Series 65 in February 2015.
Where is Carey Tafelsky based?
Carey Tafelsky’s registered office is in Traverse City, MI.
Is Carey Tafelsky registered with FINRA?
No. Carey Tafelsky has no current broker registration.
Is Carey Tafelsky a CFP?
Old Mission Investment lists Carey Tafelsky with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Carey Tafelsky’s record?
Search CRD 6456688 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Carey Tafelsky’s full registration record.
