Kevin B. Woolsey

TIME VALUE FINANCIAL

RADNOR, PA 19087-5245

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CRD#: 6563474

Professional summary

Kevin Bryan Woolsey, CFP®, who also goes by Kevin Bryan Woolsey, is a registered financial advisor currently at TIME VALUE FINANCIAL, LLC located in Radnor, Pennsylvania.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Kevin has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kevin Bryan Woolsey

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.

EMPLOYEE OF THE VANGUARD GROUP, INC. (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Bryan Woolsey'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^®

Certified Financial Planner

Experience

Current

August 14, 2025 - Present

TIME VALUE FINANCIAL, LLC

Office #1: 150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087-5245

RIA

CRD#: 332706

RADNOR, PA

Past

May 7, 2018 - September 14, 2022

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

MALVERN, PA

Past

June 29, 2016 - September 14, 2022

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

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

Pennsylvania
(8/14/2025)

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 65

Date: 5/4/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/19/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/13/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/29/2016

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TIME VALUE FINANCIAL, LLC

CRD#: 332706 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (8/14/2025 Approved)

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Contact information

Main Address

150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087-5245

Mailing Address

Phone number

(610) 684-7382

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Kevin B. Woolsey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Bryan Woolsey's CRS (Customer Relationship Summary).

Certified licenses

Experience

TIME VALUE FINANCIAL, LLC

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 5/4/2018

Series 63

Date: 7/19/2016

Series 7TO

Date: 5/13/2022

SIE

Date: 10/1/2018

Series 6

Date: 6/29/2016

Current Firm

TIME VALUE FINANCIAL, LLC

Contact information

Documents

Red Flags

Company Information

TIME VALUE FINANCIAL, LLC

TRUST BUT VERIFY

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