TJ
CFP
TJ
CFP

Timothy Jansen

23 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
IM Fee
Planning only
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

10975 Benson Drive, Corporate Woods, Bldg. 12, Ste. 560, Overland Park, KS, 66210

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Timothy is a managing member/co-owner of Jansen Brothers, LLC and managing member/owner of Saturn Holdings, LLC and Jupiter Holdings, LLC, all non-investment related rental property businesses. He dedicates minimal time to each of these activities.

Employment History
Current Registrations
Two West Capital Advisors LLC
February 2020 - Present · 6 yrs 1 mo
Previous Registrations
Waddell & Reed
November 2014 - February 2020 · 5 yrs 3 mos
Waddell & ReedBroker
November 2014 - February 2020 · 5 yrs 3 mos
Bukaty Companies Financial Services
June 2014 - November 2014 · 5 mos
LPL Financial LLCBroker
June 2014 - October 2014 · 4 mos
Waddell & ReedBroker
January 2006 - June 2014 · 8 yrs 5 mos
Waddell & Reed
January 2006 - June 2014 · 8 yrs 5 mos
H&r Block Financial Advisors, INC.Broker
July 2002 - November 2005 · 3 yrs 4 mos
United Planners' Financial Services of America a Limited PartnerBroker
October 2001 - December 2001 · 2 mos
State Registrations1 state
KS
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Timothy Jansen - Financial Advisor | TrueAdvisor