Timothy Jude Feeney
Professional Summary
Timothy Jude Feeney is a registered financial advisor currently at GREENLEAF FINANCIAL NETWORK, LLC located in Mt. Laurel, New Jersey. Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Timothy has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
36 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
BRIGANDINE CAPITAL | THE YUCCA GROUP | REALS & ASSOCIATES | R.D. SHAARA INSURANCE AND INVESTMENTS | PLANNERS FOR FINANCIAL SUCCESS | GREENLEAF FINANCIAL NETWORK, LLC | FEENEY FINANCIAL
Contact Information
Main Address
Leawood, KSPhone Number
(913) 515-3517# of Employees
11SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
329AUM (Assets Under Management)
$123,695,747Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
BRIGANDINE CAPITAL | THE YUCCA GROUP | REALS & ASSOCIATES | R.D. SHAARA INSURANCE AND INVESTMENTS | PLANNERS FOR FINANCIAL SUCCESS | GREENLEAF FINANCIAL NETWORK, LLC | FEENEY FINANCIAL
State Registrations and Notice Filings
(5/11/2017)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed May 1992About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Timothy Jude Feeney's CRS (Customer Relationship Summary).
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