Dilworth D. Lyman
YOUR FINANCIAL PARTNERSHIP
Lees Summit, MO 64063-2314
Some features on this profile are disabled
CRD#: 4686881
Professional summary
Dilworth Dean Lyman, CFP®, who also goes by Dean Lyman, is a registered financial advisor currently at YOUR FINANCIAL PARTNERSHIP located in Lees Summit, Missouri.
Dilworth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Dilworth has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Biography
Hello! My name is Dean Lyman, and I started Your Financial Partnership due to the financial journey my spouse and I have taken over the past 20 years. I believe all couple should have the benefit of sound financial advice - especially in those times of money uncertainty and transition. This is when specific knowledge and a coach to help you with the right choices can make all the difference in the long run. This counsel applies to members of all Generations, and I especially love working for couples with children. I will work with you to relieve stress about money by answering your questions, helping you solidify your goals, and create an action plan to achieve them. I provide comprehensive financial coaching through fee-only services. This means I don’t sell any products, so I am free of the conflicts of interest that can arise from those arrangements.
I have over 19 years of experience working with clients and their finances. I am a Certified Financial Planner (tm) which means I've passed the rigorous educational and testing requirements as well as ongoing training to keep me current. With my expertise, I can help you with retirement planning, debt payoff, figuring out where that pesky hole in your budget is, purchasing your first or second home, evaluating your employee benefits, and much more.
On a personal note, I live in the Midwest, but I meet clients throughout the US using the magic of technology. My wife and I have five children that keep us on our toes. Our family likes to do activities in the outdoors and travel.
If you’d like to talk to me about planning for you as a couple, please set up a FREE conversation with me so you can get that financial peace of mind you deserve through our partnership.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Estate Planning
Education Planning
Retirement Planning
Budgeting
Investment Planning
Insurance Planning
Tax Planning
Do you have an area of expertise or specialization?
College/Education Planning
Fixed Fee (Subscription, Retai...
Generation X
Investment Advice with Ongoing...
Middle Income Client Needs
Retirement Planning & Distribu...
Are you a "fiduciary"?
Yes
Aliases
Dean Lyman
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.
CRS (Client Relationship Summary) - RIA
Click below to view Dilworth Dean Lyman'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: 2005
Experience
Current
May 15, 2018 - Present
YOUR FINANCIAL PARTNERSHIP
Office #1: 210 Sw Market St. Suite #209, Lees Summit, MO 64063-2314RIA
CRD#: 297089
Lees Summit, MO
Past
October 3, 2022 - March 25, 2023
ONE ADVISORY PARTNERS, LLC
RIA
CRD#: 161614
OVERLAND PARK, KS
Past
August 15, 2006 - April 17, 2018
WADDELL & REED
BD
CRD#: 866
OVERLAND PARK, KS
Past
August 3, 2006 - April 17, 2018
WADDELL & REED
RIA
CRD#: 866
OVERLAND PARK, KS
Past
September 23, 2005 - July 10, 2006
CB FINANCIAL ADVISORS
RIA
CRD#: 136183
PROVO, UT
Past
September 15, 2003 - September 9, 2005
SECURITIES AMERICA, INC.
BD
CRD#: 10205
LAVISTA, 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
Kansas(2/21/2023)
IAR
Missouri(5/15/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
YOUR FINANCIAL PARTNERSHIP
VIRTUAL PLANNING GROUP LLC | YOUR FINANCIAL PARTNERSHIP
CRD#: 297089 / SEC#:
Kansas
Registered Investment Advisory firm - (2/21/2023 Approved)Missouri
Registered Investment Advisory firm - (5/15/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
210 Sw Market St. Suite #209, Lees Summit, MO 64063-2314
Mailing Address
Phone number
(816) 208-8846
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 53 |
| AUM (Assets Under Management) | $ 7,201,713 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
