Timothy D. Jansen

TWO WEST CAPITAL ADVISORS LLC

Overland Park, KS 66210

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CRD#: 4362074

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.

Managing Member/Co-Owner of Jansen Brothers, LLC, a non-investment related rental property business based in Lenexa, KS, an activity which began in 2017 and represents approximately 3 hrs/month generally outside of normal market hours. Managing Member/Owner of Saturn Holdings, LLC, a non-investment related rental property business based in Lenexa, KS, an activity which began in 2018 and represents approximately 3 hrs/month generally outside of normal market hours. Managing Member/Owner of Jupiter Holdings, LLC, a non-investment related rental property business based in Lenexa, KS, an activity which began in 2018 and represents approximately 3 hrs/month generally outside of normal market hours.

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

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

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

CRD#: 866

OVERLAND PARK, KS

Past

July 11, 2002 - November 15, 2005

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

Past

October 24, 2001 - December 31, 2001

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

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".

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)

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
(2/6/2020)

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

Series 63

Date: 12/11/2001

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: 10/23/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/18/2003

General Securities Principal Examination

Current Firm

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)

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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

SEC notice filing (11 States and Territories)

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 Accounts	579
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.

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Timothy D. Jansen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy D Jansen's CRS (Customer Relationship Summary).

Certified licenses

Experience

WADDELL & REED

WADDELL & REED

ONEDIGITAL

LPL FINANCIAL LLC

WADDELL & REED

WADDELL & REED

AMERIPRISE ADVISOR SERVICES, INC.

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Primary Firm SEC Registration

TWO WEST CAPITAL ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/11/2001

SIE

Date: 10/1/2018

Series 7

Date: 10/23/2001

Series 24

Date: 8/18/2003

Current Firm

TWO WEST CAPITAL ADVISORS LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TWO WEST CAPITAL ADVISORS LLC

TRUST BUT VERIFY

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