AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
TM

Timothy M. Murphy

CONNECT FINANCIAL ADVISORS
Logan, UT 84341
Some features on this profile are disabled
CRD#: 5898184
TM

Professional summary


Timothy Michael Murphy, who also goes by Tim M. Murphy, Timothy M Murphy, is a registered financial advisor currently at CONNECT FINANCIAL ADVISORS located in Logan, Utah.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Timothy has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Tim M. Murphy | Timothy M Murphy

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 Michael Murphy'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®
None

Experience


Current

August 30, 2022 - Present

CONNECT FINANCIAL ADVISORS

Office #1: 181 E 1600 N, Logan, UT 84341
RIA
CRD#: 321212
Logan, UT
Past

March 10, 2021 - August 15, 2022

DFPG INVESTMENTS, LLC

RIA
CRD#: 155576
LOGAN, UT
Past

May 24, 2018 - February 17, 2021

ARS INVESTMENT ADVISORS, INC.

RIA
CRD#: 293750
Blackfoot, ID
Past

May 19, 2014 - April 5, 2019

ALLEGIS INVESTMENT SERVICES, LLC

BD
CRD#: 168557
North Logan, UT
Past

December 12, 2012 - June 14, 2018

ALLEGIS INVESTMENT ADVISORS, LLC

RIA
CRD#: 157314
BLACKFOOT, ID
Past

June 16, 2011 - June 30, 2014

SIGNATOR FINANCIAL SERVICES, INC.

BD
CRD#: 19061
BLACKFOOT, ID

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
Idaho
(8/30/2022)
IAR
Utah
(8/30/2022)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/11/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CF
CONNECT FINANCIAL ADVISORS
CONNECT FINANCIAL | SUMMIT GROUP WEALTH ADVISORS | CONNECT FINANCIAL, LLC | CONNECT FINANCIAL ADVISORS

CRD#: 321212 / SEC#:

California
Registered Investment Advisory firm - (10/27/2025 Approved)
Idaho
Registered Investment Advisory firm - (8/22/2022 Approved)
Utah
Registered Investment Advisory firm - (7/12/2022 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Providence, UT
Mailing Address
Phone number
(435) 713-4220
Established
Firm type
Fiscal year end
# of Employees
7

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts830
AUM (Assets Under Management)$ 66,758,952

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


CONNECT FINANCIAL ADVISORS

CRD#: 321212Logan, UT 84341

TRUST BUT VERIFY

Monitor Timothy Murphy

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


EE
Eric EllisAdvisorCheck Check Mark
ELLIS FINANCIAL PLANNING
IAR
CLARKSVILLE, TN
JS
Jose SalazarAdvisorCheck Check Mark
WELLS FARGO CLEARING SERVICES, LLC
PR
ST. LOUIS, MO
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.