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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Underwood is a financial advisor at Simplicity Wealth. Timothy Underwood has been in the financial industry for over 7 years and has experience with a wide range of investment strategies. Timothy Underwood is licensed in both Kansas and Missouri and has a strong commitment to helping his clients reach their financial goals. Timothy Underwood offers a variety of services, including financial planning, portfolio management and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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KS
02/14/2024 - Present
Simplicity Wealth (Prairie Village KS)
CO
02/12/2018 - 11/10/2020
TRANSAMERICA FINANCIAL ADVISORS, INC (NORTHGLENN CO)
CO
11/02/2013 - 01/31/2017
TRANSAMERICA FINANCIAL ADVISORS, INC (GREENWOOD VILLAGE CO)
IA
Issued 12/23/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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