Dilworth Dean Lyman

Employer firm

Your Financial Partnership CRD 297089

$9.19M regulatory AUM 9 advisory clients

Reported services (Item 5G)

• Financial planning
• 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

• 06/2006 → 04/2018
  Waddell & Reed, Inc
  Overland Park, KS
• 05/2018 → Present
  Virtual Planning Group, Llc, Dba Your Financial Partnership
  Lees Summit, MO
• 10/2022 → Present
  One Advisory Partners, Llc
  Overland Park, KS

Previous Registrations

• 2022-10-03 → 2023-03-25
  One Advisory Partners, Llc
  Overland Park, KS
• 2006-08-03 → 2018-04-17
  Waddell & Reed
  Overland Park, KS
• 2005-09-23 → 2006-07-10
  Cb Financial Advisors
  Provo, UT

Exams

• S66 Uniform Combined State Law Examination
  2003-10-23

Designations

• Certified Financial Planner

Other Names

• Dean Lyman