Advisor at TomChaney Investment Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
TomChaney Investment Services, Inc.
Location
Orland Park, IL 60462
Credentials
Series 63, Series 65
Industry experience
26 years
Paul Tomchaney is the sole advisor at TomChaney Investment Services, Inc. in Orland Park, IL, holding Series 63 and Series 65 designations with 26 years of industry experience. He has led his independent firm since 2005. The firm offers discretionary asset and portfolio management services primarily to individual and high-net-worth clients, managing approximately $30.7 million across 39 accounts. Its investment approach integrates Modern Portfolio Theory with fundamental and technical analysis to create diversified portfolios that include mutual funds, ETFs, equities, fixed income, and options, with portfolios managed on a discretionary basis and tailored to accommodate special client situations.
Based on TomChaney Investment Services, Inc.
$0 - $1,000,000: 0.65% $1,000,001 - $5,000,000: 0.50% $5,000,001 - $20,000,000: 0.40% $20,000,001+: 0.20%
Account minimum: $100,000
9439 W. 144 Th Place
Orland Park, IL 60462
Illinois
TomChaney Investment Services, Inc.
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Hinsdale, IL
Doncaster Wealth LLC
Series 63
New Lenox, IL
Lenox Capital Management, Inc.
CFP®, Series 66
Frankfort, IL
Regal Oak Financial, LLC
Series 66
Tinley Park, IL
DMC Capital Management Inc
CFP®, Series 63, Series 65
Flossmoor, IL
OmniDivitia Wealth Management, Inc.
Series 63, Series 65
Orland Park, IL
O'Keefe & Associates, P.C.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")