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TJ

Timothy D. Jansen

TWO WEST CAPITAL ADVISORS
Overland Park, KS 66210
Some features on this profile are disabled
CRD#: 4362074
TJ

Professional summary

Timothy D Jansen, CFP®, who also goes by Tim D Jansen, Timoth D Jansen, is a registered financial advisor currently at TWO WEST CAPITAL ADVISORS LLC located in Overland Park, Kansas.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Timothy has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Tim D Jansen | Timoth D Jansen

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 D Jansen'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: 2004

Experience

Current

February 6, 2020 - Present

TWO WEST CAPITAL ADVISORS LLC

Office #1: 10975 Benson Drive Corporate Woods, Bldg. 12, Ste. 560, Overland Park, KS 66210
RIA
CRD#: 154543
Overland Park, KS
Past

November 5, 2014 - February 3, 2020

WADDELL & REED

RIA
CRD#: 866
OVERLAND PARK, KS
Past

November 5, 2014 - February 3, 2020

WADDELL & REED

BD
CRD#: 866
OVERLAND PARK, KS
Past

June 27, 2014 - November 5, 2014

ONEDIGITAL

RIA
CRD#: 106766
LEAWOOD, KS
Past

June 13, 2014 - October 27, 2014

LPL FINANCIAL LLC

BD
CRD#: 6413
LEAWOOD, KS
Past

January 6, 2006 - June 23, 2014

WADDELL & REED

RIA
CRD#: 866
OVERLAND PARK, KS
Past

January 6, 2006 - June 23, 2014

WADDELL & REED

BD
CRD#: 866
OVERLAND PARK, KS
Past

July 11, 2002 - November 15, 2005

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI
Past

October 24, 2001 - December 31, 2001

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

BD
CRD#: 20804
SCOTTSDALE, AZ

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".
TW
TWO WEST CAPITAL ADVISORS LLC
CANVAS WEALTH ADVISORS | TWO WEST CAPITAL ADVISORS LLC | TWO WEST ADVISORS | STEWART ADVISORY SERVICES | GOALPATH SOLUTIONS

CRD#: 154543 / SEC#: 801-76551

RIA
Registered Investment Advisory firm - (5/10/2012 Approved)
Kansas
Registered Investment Advisory firm - (6/19/2012 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
(2/6/2020)

Exams

State Security Law Exam
RR
Series 63
Date: 12/11/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/23/2001
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/18/2003
General Securities Principal Examination

Current Firm

TW
TWO WEST CAPITAL ADVISORS LLC
CANVAS WEALTH ADVISORS | TWO WEST CAPITAL ADVISORS LLC | TWO WEST ADVISORS | STEWART ADVISORY SERVICES | GOALPATH SOLUTIONS

CRD#: 154543 / SEC#: 801-76551

RIA
Registered Investment Advisory firm - (5/10/2012 Approved)
Kansas
Registered Investment Advisory firm - (6/19/2012 Terminated)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
10975 Benson Drive Corporate Woods, Bldg. 12, Ste. 560, Overland Park, KS 66210
Mailing Address
Phone number
(913) 825-1722
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TWA ADV PART 2A BROCHURE (INSTITUTIONAL DIVISION) (3/19/2025)
TWA ADV PART 2A BROCHURE (WEALTH MGMT DIVISION) (3/19/2025)

Regulatory assets under management

Total Number of Accounts579
AUM (Assets Under Management)$ 3,242,615,186

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

TWO WEST CAPITAL ADVISORS LLC

CRD#: 154543Overland Park, KS 66210

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