Stephen T. Mckimmey

RTW FINANCIAL ADVISORS

DALLAS, TX 75240

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CRD#: 6231012

Professional summary

Stephen Tyler Mckimmey, CFP®, who also goes by S. Tyler Mckimmey, Tyler Mckimmey, is a registered financial advisor currently at RTW FINANCIAL ADVISORS INC located in Dallas, Texas and MOMENTUM INDEPENDENT NETWORK INC. located in Dallas, Texas.

Stephen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Stephen has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

S. Tyler Mckimmey | Tyler Mckimmey

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 Stephen Tyler Mckimmey'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: 2018

Experience

Current

April 15, 2026 - Present

RTW FINANCIAL ADVISORS INC

Office #1: 5757 Alpha Road Suite 700, Dallas, TX 75240

RIA

CRD#: 109934

DALLAS, TX

Current

May 6, 2014 - Present

MOMENTUM INDEPENDENT NETWORK INC.

Office #1: 5757 Alpha Road Suite 700, Dallas, TX 75240

RIA

CRD#: 17587

Dallas, TX

Past

August 31, 2015 - April 22, 2026

MOMENTUM INDEPENDENT NETWORK INC.

RIA

CRD#: 17587

DALLAS, TX

Past

November 19, 2013 - February 14, 2014

EQUITABLE ADVISORS, LLC

CRD#: 6627

DALLAS, TX

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".

RTW FINANCIAL ADVISORS INC

CRD#: 109934 / SEC#: 801-38676

RIA

Registered Investment Advisory firm - (4/12/1991 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(1/3/2017)

Arkansas
(1/3/2017)

California
(1/3/2017)

Colorado
(6/24/2020)

Connecticut
(2/12/2020)

District of Columbia
(1/3/2017)

Florida
(1/3/2017)

Georgia
(1/3/2017)

Hawaii
(4/22/2019)

Illinois
(10/11/2023)

Kansas
(1/3/2017)

Louisiana
(10/11/2023)

Mississippi
(1/3/2017)

Missouri
(8/29/2018)

New Jersey
(11/4/2021)

New Mexico
(10/11/2023)

New York
(1/3/2017)

North Carolina
(1/3/2017)

Oklahoma
(9/22/2025)

Oregon
(1/2/2025)

Pennsylvania
(1/3/2017)

South Dakota
(10/25/2021)

Texas
(5/6/2014)

IAR

Texas
(4/15/2026)

Utah
(3/27/2017)

Virginia
(1/3/2017)

Washington
(3/7/2023)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/31/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/16/2013

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: 11/19/2013

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

RTW FINANCIAL ADVISORS INC

CRD#: 109934 / SEC#: 801-38676

RIA

Registered Investment Advisory firm - (4/12/1991 Approved)

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Contact information

Main Address

5757 Alpha Road Suite 700, Dallas, TX 75240

Mailing Address

Phone number

(972) 960-1212

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RTW FORM ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	500
AUM (Assets Under Management)	$ 508,502,723

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

Stephen T. Mckimmey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Tyler Mckimmey's CRS (Customer Relationship Summary).

Certified licenses

Experience

RTW FINANCIAL ADVISORS INC

MOMENTUM INDEPENDENT NETWORK INC.

MOMENTUM INDEPENDENT NETWORK INC.

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

RTW FINANCIAL ADVISORS INC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/31/2015

Series 63

Date: 12/16/2013

SIE

Date: 10/1/2018

Series 7

Date: 11/19/2013

FINRA

Current Firm

RTW FINANCIAL ADVISORS INC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RTW FINANCIAL ADVISORS INC

TRUST BUT VERIFY

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