Timothy M. Sullivan
CLARITY FINANCIAL
Columbia, MO 65201
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CRD#: 5950985
Professional summary
Timothy Michael Sullivan, CFP®, who also goes by Tim Sullivan, is a registered financial advisor currently at CLARITY FINANCIAL located in Columbia, Missouri.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Timothy has worked at 1 firm and has passed the Series 65 and Series 66 exams.
Core Areas of Focus
Business Owners
Investment Advice with Ongoing Management
Investment Advice without Ongoing Management
Real Estate Investments
Retirement Plan Investment Advice
Tax Planning
Biography
Clarity Financial looks at your financial plan as a puzzle where all the pieces need to fit together. To do that, each piece needs to accomplish its own specific task as well as support the tasks of each other piece. We call this life-integrated financial planning, and we are experts in this area. To achieve this for you, we provide:Goal Clarification and AssessmentYour goals are the picture on the cover of your financial planning puzzle box. The better we understand what is important to you, the better we can help you structure your finances to achieve your goals.Coordinated Investment AdviceIn a well-constructed portfolio, each investment fulfills a specific function and is appropriate for your unique situation. We will provide you with objective, unbiased investment recommendations based on your personal needs so you can make the best investment decisions for you and your family. Skillful Tax PreparationAs personal income tax specialists, we will help keep your tax costs low with a proactive, not reactive, approach. This careful attention to tax planning can free up money for other financial goals. We find the integration of efficient tax planning with investing is often overlooked when structuring portfolios. Worry-free Retirement PlanningKnowing you will have enough money, even when the unexpected happens, is critical to any financial plan. But retirement is not just about money, it is also about personal fulfillment and enjoyment - what we refer to as “financial independence”. For many, the idea of retiring to spend your days sitting on the couch is not a pleasant thought. We will help you plan in order to get the most from your retirement years.Value Based Risk ManagementDetermining how much coverage you need, what risks you can afford to self-insure, where you should buy your insurance, and how much you should pay for it are vitally important.
Question & Answer
What are your service offerings?
Insurance Planning
Tax Planning
Retirement Planning
Investment Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes
Aliases
Tim Sullivan
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 Timothy Michael Sullivan'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: 2014
Experience
Current
August 18, 2011 - Present
CLARITY FINANCIAL
Office #1: 555 East Green Meadows Rd. Suite 7, Columbia, MO 65201RIA
CRD#: 158541
Columbia, MO
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
Missouri(8/18/2011)
IAR
Texas(3/27/2015)
Exams
State Security Law Exam
State Security Law Exam
Current Firm
CLARITY FINANCIAL
CLARITY FINANCIAL | CLARITY FINANCIAL, L.L.C.
CRD#: 158541 / SEC#:
Missouri
Registered Investment Advisory firm - (8/18/2011 Approved)Texas
Registered Investment Advisory firm - (3/26/2015 Conditional Restricted)PREMIUM
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Contact information
Main Address
555 East Green Meadows Rd. Suite 7, Columbia, MO 65201
Mailing Address
Phone number
(573) 447-7007
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 96 |
| AUM (Assets Under Management) | $ 28,758,376 |
Red Flags
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