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Timothy Patrick Kenney

Timothy P. Kenney

SEAWISE FINANCIAL
Cardiff By The Sea, CA 92007
Some features on this profile are disabled
CRD#: 3097033
Timothy Patrick Kenney

Professional summary

Timothy Patrick Kenney, CFP® is a registered financial advisor currently at SEAWISE FINANCIAL, INC. located in Cardiff By The Sea, California.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Timothy has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Biography

2021 marks my 22nd year of experience providing financial planning and portfolio design for families and business owners.  I started in the industry as a bond trader and became the Senior Fixed Income Trader for LPL Financial in La Jolla, CA helping financial advisors and their clients construct and review their fixed income portfolios.  While that was an invaluable experience, I knew I wanted to do something to help families in reaching their financial goals. I transitioned to working for teams at Wells Fargo Advisors and UBS as both a portfolio manager and financial planner which helped me gain a better understanding of the challenges familes face in gaining control over their financial future and ways to help them.  I also spent time at USAA Financial Advisors where I was a Wealth Manager for current and former military service members.
top-8-questions

Question & Answer

What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Retirement Planning
Education Planning
Employee and Employer Plan Ben...
Do you have an area of expertise or specialization?
Business Owners
Corporate Executives
Entrepreneurs
Generation X
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
What is your minimum asset requirement?
1
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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Patrick Kenney'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®

Certified Financial Planner

Start date: 2012

Experience

Current

September 19, 2018 - Present

SEAWISE FINANCIAL, INC.

Office #1: 120 Birmingham Drive Suite 240f, Cardiff By The Sea, CA 92007
RIA
CRD#: 298012
Cardiff By The Sea, CA
Past

January 8, 2018 - August 3, 2018

USAA INVESTMENT SERVICES COMPANY

RIA
CRD#: 5475
SAN ANTONIO, TX
Past

March 13, 2014 - January 8, 2018

USAA FINANCIAL PLANNING SERVICES

RIA
CRD#: 106352
Cardiff, CA
Past

March 13, 2014 - August 1, 2018

USAA FINANCIAL ADVISORS, INC.

BD
CRD#: 129035
SAN DIEGO, CA
Past

January 12, 2010 - March 4, 2014

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
SAN DIEGO, CA
Past

January 8, 2010 - March 4, 2014

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
SAN DIEGO, CA
Past

August 8, 2008 - January 25, 2010

WELLS FARGO INVESTMENTS, LLC

RIA
CRD#: 10582
SAN DIEGO, CA
Past

June 20, 2008 - January 25, 2010

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
SAN DIEGO, CA
Past

February 1, 2001 - July 10, 2008

LPL FINANCIAL LLC

BD
CRD#: 6413
SAN DIEGO, CA
Past

November 11, 1998 - January 19, 2001

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE

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
California
(9/19/2018)
IAR
Texas
(10/11/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/7/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/27/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/10/1998
General Securities Representative Examination

Current Firm

SEAWISE FINANCIAL, INC.
SEAWISE FINANCIAL, INC.
SEAWISE FINANCIAL, INC. | TK PACIFIC WEALTH, INC | TK PACIFIC WEALTH

CRD#: 298012 / SEC#:

California
Registered Investment Advisory firm - (9/19/2018 Approved)
Texas
Registered Investment Advisory firm - (10/5/2018 Conditional Restricted)
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Contact information

Main Address
120 Birmingham Drive Suite 240f, Cardiff By The Sea, CA 92007
Mailing Address
Phone number
(619) 738-3079
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts230
AUM (Assets Under Management)$ 55,225,409

Red Flags

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.

Company Information

SEAWISE FINANCIAL, INC.

SEAWISE FINANCIAL, INC.

CRD#: 298012Cardiff By The Sea, CA 92007

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Contact information

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