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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy John Mcdermott's CRS (Customer Relationship Summary).

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: 2008

ChFC^®

Chartered Financial Consultant

Experience

Current

September 15, 2017 - Present

FINANCIAL PARTNERS GROUP, INC.

Office #1: 10925 Antioch Road Suite 100, Overland Park, KS 66210

RIA

CRD#: 288644

Overland Park, KS

Past

September 15, 2017 - December 2, 2024

MUTUAL SECURITIES, INC.

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

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.

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

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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)

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

State Security Law Exam

IAR

Series 65

Date: 4/8/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/30/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/10/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/28/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

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)

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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

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (3/16/2025)

Regulatory assets under management

Total Number of Accounts	3,379
AUM (Assets Under Management)	$ 973,306,348

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.

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Timothy J. Mcdermott

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy John Mcdermott's CRS (Customer Relationship Summary).

Certified licenses

Experience

MUTUAL SECURITIES, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

NEW ENGLAND SECURITIES

NEW ENGLAND SECURITIES

Primary Firm SEC Registration

FINANCIAL PARTNERS GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/8/2002

Series 63

Date: 10/30/1998

SIE

Date: 10/1/2018

Series 7

Date: 2/10/2003

Series 6

Date: 10/28/1998

Current Firm

FINANCIAL PARTNERS GROUP, INC.

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FINANCIAL PARTNERS GROUP, INC.

TRUST BUT VERIFY

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