Timothy Paul Mullaney

Employer firm

Transamerica Financial Advisors, LLC CRD 16164

$2.11B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2001 → Present
  Wfgia
  Plano, TX
• 09/2007 → Present
  Mullaney Financial Consulting
  Plano, TX
• 04/2009 → Present
  Timothy P. Mullaney Dba Timothy P. Mullaney
  Carrollton, TX
• 01/2012 → Present
  Transamerica Financial Advisors
  Plano, TX
• 05/2017 → 07/2020
  Nomad Productions
  Lewisville, TX
• 10/2017 → 07/2020
  Aflac
  Columbus, GA
• 04/2018 → 03/2022
  Debtamerica
  Santa Ana, CA
• 01/2019 → Present
  Netlaw Inc.
  Louisville, KY
• 01/2016 → Present
  Wealthwave
  Plano, TX
• 06/2023 → Present
  Champion Health, Inc.
  Scottsdale, AZ
• 07/2024 → Present
  Mullaney Financial
  Plano, TX
• 09/2024 → Present
  Integrated Trust Systems
  Scottsdale, AZ
• 09/2024 → Present
  Timothy P Mullaney Notary
  Plano, TX
• 08/2025 → Present
  Heartland Institute Of Financial Education
  Greenwood Village, CO

Previous Registrations

• 2006-07-08 → 2012-01-06
  Investment Advisors International, Inc.
  Plano, TX
• 2002-07-10 → 2006-08-24
  Transamerica Financial Advisors, Llc
  Plano, TX
• 2001-11-07 → 2002-07-15
  Wma Investment Advisors, Inc. (Wmaia)
  Duluth , GA

Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). WealthWavePLANOTexasUnited StatesYesNone 01/2016PRESENT TIMOTHY P. MULLANEY DBA; INVESTMENT RELATED: NO; ADDRESS: ARROLLTON, TX; NATURE OF BUSINESS: DBA ACCOUNTSET UP TO RECEIVE ALL WFG INCOME; POSITION: N/A; START DATE: 04/2009; NO. OF HOURS/MONTH: 0; NO. OF HOURS DURING SECURITIES TRADING HOURS: 0; DUTIES: N/A; MULLANEY FINANCIAL CONSULTING, INC.; INVESTMENT RELATED: YES; ADDRESS: PLANO, TX; NATURE OF BUSINESS: S-CORP FOR WFG AND AFFILIATED COMPANIES; POSITION: OWNER; START DATE: 09/2007; NO. OF HOURS/MONTH: 0; NO. OF HOURS DURING SECURITIES TRADING HOURS: 0; DUTIES: PROVIDE TAX RELIEF FOR INCOME TAX FROM WFG AND AFFILIATED COMPANIES; NetLaw Inc. / 0119-present / INVESTMENT RELATED: NO /12910 Shelbyville Rd Suite 124 Louisville, KY 40243/ Sale Associate / Estate planning software offering wills and trusts for estate planning. / hrs work monthly: 2 / Sec trading hrs: 0 / Send links to potential clients needing a low cost solution for a will and trust for their estate CHAMPION HEALTH, INC. POSITION: Agent NATURE: Health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/12/2023 ADDRESS: 7272 E. Indian School Rd, #540, Scottsdale AZ 85251, United States DESCRIPTION: Contacting Employers regarding the employer/employee of benefits the champ plan offers. (please see the champ website) benefits are too numerous to list. I will mention one of the numerous benefits to the employee is having access to a tele-doc. Champ plan is designed to increase the overall health of the employee therefore reducing urgent care, and hospital admissions The champ plan DOES NOT REPLACE the company existing health insurance, champ covers things the existing health insurance does not. "CHAMP IS NOT an AFLAC prouduct" Once I make contact with the employer, I will simply refer the champ team to the owner/COO of the company. The champ team will explain the benefits of the plan and do the enrollment MULLANEY FINANCIAL POSITION: Owner NATURE: Estate Settlement Expenses INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/29/2024 ADDRESS: 4324 Mapleshade Lane, Suite 263, Plano TX 75093, United States DESCRIPTION: Reimbursement for Expenses. Including Mailing client Documents, Personal Items, Materials and Shredding. INTEGRATED TRUST SYSTEMS POSITION: Referral Sales Associate NATURE: Estate Planning INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 1 START DATE: 09/18/2024 ADDRESS: 7373 E. Doubletree Ranch Road, Second Floor, Suite 200, Scottsdale AZ 85258, United States DESCRIPTION: Referral Sales Associate responsibility is to refer people who need further information on how to set up a proper estate plan to Integrated Trust Systems. TIMOTHY P MULLANEY NOTARY POSITION: Notary NATURE: Notary INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/28/2024 ADDRESS: 4324 Mapleshade Lane, Suite 263, Plano TX 75093, United States DESCRIPTION: Notarize documents for clients as needed HEARTLAND INSTITUTE OF FINANCIAL EDUCATION POSITION: Certified Financial Educator NATURE: Financial Education INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2025 ADDRESS: 8301 E Prentice Ave, Suite 312, Greenwood Village CO 80111, United States DESCRIPTION: I promote and provide financial education courses to businesses and employer groups as a Heartland CFEd

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-10-19
• S63 Uniform Securities Agent State Law Examination
  2001-06-14

Other Names

• Timothy Mullaney
• Tim Mullaney