Timothy S. Flanigan

BROWN | MILLER WEALTH MANAGEMENT

Mclean, VA 22102

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CRD#: 5294298

Professional summary

Timothy Steven Flanigan, CFP® is a registered financial advisor currently at BROWN | MILLER WEALTH MANAGEMENT, LLC located in Mclean, Virginia.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Timothy has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Steven Flanigan'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: 2016

Experience

Current

March 3, 2020 - Present

BROWN | MILLER WEALTH MANAGEMENT, LLC

Office #1: 8280 Greensboro Drive Suite 220, Mclean, VA 22102

RIA

CRD#: 305742

Mclean, VA

Past

June 19, 2017 - March 9, 2020

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

WASHINGTON, DC

Past

June 19, 2017 - March 9, 2020

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

WASHINGTON, DC

Past

August 31, 2015 - June 19, 2017

INVESTMENT PROFESSIONALS, INC.

RIA

CRD#: 30184

BETHESDA, MD

Past

August 31, 2015 - June 19, 2017

INVESTMENT PROFESSIONALS, INC.

CRD#: 30184

BETHESDA, MD

Past

December 11, 2009 - September 3, 2015

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

BETHESDA, MD

Past

February 24, 2009 - September 3, 2015

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

BETHESDA, MD

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".

BROWN | MILLER WEALTH MANAGEMENT, LLC

CRD#: 305742 / SEC#: 801-117810

RIA

Registered Investment Advisory firm - (12/16/2019 Approved)

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

Texas
(1/4/2021)

IAR

Virginia
(3/3/2020)

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

IAR

Series 66

Date: 7/20/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/23/2009

General Securities Representative Examination

Current Firm

BROWN | MILLER WEALTH MANAGEMENT, LLC

CRD#: 305742 / SEC#: 801-117810

RIA

Registered Investment Advisory firm - (12/16/2019 Approved)

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Contact information

Main Address

8280 Greensboro Drive Suite 220, Mclean, VA 22102

Mailing Address

Phone number

(703) 972-1950

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BROWN | MILLER WEALTH MANAGEMENT LLC ADV PART 2A (3/4/2025)

Regulatory assets under management

Total Number of Accounts	2,557
AUM (Assets Under Management)	$ 827,933,190

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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Advisor Monitoring

Firm Stability Insights

Timothy S. Flanigan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Steven Flanigan's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

INVESTMENT PROFESSIONALS, INC.

INVESTMENT PROFESSIONALS, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

BROWN | MILLER WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/20/2009

SIE

Date: 10/1/2018

Series 7

Date: 2/23/2009

Current Firm

BROWN | MILLER WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BROWN | MILLER WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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