Timothy J. Mcdermott
FINANCIAL PARTNERS GROUP
Overland Park, KS 66210
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CRD#: 3140950
Professional summary
Timothy John Mcdermott, CFP®, ChFC®, who also goes by T. J. Mcdermott, Timothy J Mcdermott, is a registered financial advisor currently at FINANCIAL PARTNERS GROUP, INC. located in Overland Park, Kansas.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Timothy has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
T. J. Mcdermott | Timothy J Mcdermott
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.
1. FINANCIAL PARTNERS GROUP, CORPORATION, START DATE: 9/15/17, 9990 COLLEGE BLVD., SUITE 102, OVERLAND PARK, KS 66210, RIA, CORPORATION, INVESTMENT RELATED, MANAGING PARTNER/OWNER, 200 HOURS PER MONTH, 8 HOURS PER DAY DURING TRADING HOURS.
2. INDEPENDENT INSURANCE AGENT, SOLE-PROPRIETOR, START DATE: 9/15/17, 9990 COLLEGE BLVD., SUITE 550, OVERLAND PARK, KS 66210, INSURANCE AGENT, OWNER, NOT INVESTMENT RELATED, 20 HOURS PER MONTH, 1 HOUR PER DAY DURING TRADING HOURS.
3. McDERMOTT ADVISORY SERVICES, LLC, START DATE: 2012, 21327 WEST 95TH TERRACE, LENEXA, KS 66220, BROKERS FIXED LIFE, ANNUITY AND P&C BUSINESS, OWNER, PLACING RISK MANAGEMENT SOLUTIONS, NOT INVESTMENT RELATED, 20 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS.
4. FPG REAL ESTATE HOLIDING, LLC,. START DATE: 06/30/2017, 9990 COLLEGE BLVD., OVERLAND PARK, KS 66210, OWNER OF BUILDING FPG OPERATES OUT OF, OWNER, LANDLORD-LEASE RELATED ACTIVITIES, NOT INVESTMENT RELATED, 5 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS.
5. KEYSER SOZE HOLDING COMPANY, LLC., START DATE: 10/16/2018, 21327 WEST 95TH TERRACE, LENEXA, KS 66220, LLC, HOLDING COMPANY, 50% OWNER OF LLC, THERE ARE NO DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THIS OBA, THIS LLC EXISTS ONLY TO OWN NON TRADED INVESTMENTS, INVESTMENT RELATED, 1/2 HOUR PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Timothy John Mcdermott'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®
Start date: 2008
Experience
Current
September 15, 2017 - Present
FINANCIAL PARTNERS GROUP, INC.
Office #1: 10925 Antioch Road Suite 100, Overland Park, KS 66210RIA
CRD#: 288644
Overland Park, KS
Past
September 15, 2017 - December 2, 2024
MUTUAL SECURITIES, INC.
BD
CRD#: 13092
Overland Park, KS
Past
March 25, 2017 - September 19, 2017
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
OVERLAND PARK, KS
Past
March 25, 2017 - September 19, 2017
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
OVERLAND PARK, KS
Past
January 2, 2015 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
OVERLAND PARK, KS
Past
January 2, 2015 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
OVERLAND PARK, KS
Past
May 14, 2002 - January 2, 2015
NEW ENGLAND SECURITIES
RIA
CRD#: 615
OVERLAND PARK, KS
Past
November 5, 1998 - January 2, 2015
NEW ENGLAND SECURITIES
BD
CRD#: 615
OVERLAND PARK, KS
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FP
FINANCIAL PARTNERS GROUP, INC.
ARNONE FINANCIAL, LLC | FINANCIAL PARTNERS GROUP, INC.
CRD#: 288644 / SEC#: 801-111662
RIA
Registered Investment Advisory firm - (9/8/2017 Approved)North Carolina
Registered Investment Advisory firm - (12/22/2023 Terminated)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
Kansas(9/15/2017)
IAR
Texas(9/15/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
FP
FINANCIAL PARTNERS GROUP, INC.
ARNONE FINANCIAL, LLC | FINANCIAL PARTNERS GROUP, INC.
CRD#: 288644 / SEC#: 801-111662
RIA
Registered Investment Advisory firm - (9/8/2017 Approved)North Carolina
Registered Investment Advisory firm - (12/22/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
10925 Antioch Road Suite 100, Overland Park, KS 66210
Mailing Address
Phone number
(913) 826-6982
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (23 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,379 |
| AUM (Assets Under Management) | $ 973,306,348 |
Red Flags
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Company Information
FINANCIAL PARTNERS GROUP, INC.
CRD#: 288644Overland Park, KS 66210TRUST BUT VERIFY
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