Timothy Patrick Flanagan

Employer firm

Ip Financial Advisory Services LLC CRD 305772

$481M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• CONSULTING SERVICES TO QUALIFIED RETIREMENT PLANS

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

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

Current Employers

Employment History

• 08/2009 → Present
  Next Financial Group Inc
  Cumberland, RI
• 11/2022 → Present
  Innovation Partners Llc
  Charlotte, NC
• 11/2022 → Present
  Ip Financial Advisory Services Llc
  Charlotte, NC

Previous Registrations

• 2009-08-19 → 2022-11-10
  Next Financial Group, Inc.
  Houston, TX
  Cumberland, RI
• 2004-05-10 → 2009-08-18
  Mutual Service Corporation
  Cumberland, RI
• 1997-10-15 → 2004-05-11
  Ffp Advisory Services Inc
  Cumberland, RI

Other Businesses

1) TARGET FINANCIAL SERVICES POSITION: Owner NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/19/2009 ADDRESS: 31 Tall Oaks Ct., Cumberland RI 02864 DESCRIPTION: Offering securities and investment advisory services. 2) TARGET FINANCIAL SERVICES POSITION: Owner NATURE: INSURANCE Fixed Annuities; Life/Health; Long-Term Care INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/19/2009 ADDRESS: 31 Tall Oaks Ct., Cumberland RI 02864 DESCRIPTION: Insurance sales- life, disability, long term care, fixed annuities 3) TROOP 1 CUMBERLAND HILL - BSA POSITION: Volunteer NATURE: Teaching/Mentoring/Coaching INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/28/2013 ADDRESS: 3357 Mendon Road, Cumberland RI 02864, United States DESCRIPTION: Committee member- help guide troop workings and advancement 4) CUMBERLAND BEAGLE CLUB POSITION: Volunteer NATURE: Teaching/Mentoring/Coaching INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 10/28/2013 ADDRESS: 425 Nate Whipple Highway, Cumberland RI 02864 DESCRIPTION: Coach of Junior Team 5) CUMBERLAND BEAGLE CLUB POSITION: Board Member NATURE: Charity/Non-Profit Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2016 ADDRESS: 425 Nate Whipple Highway, Cumberland RI 02864, United States DESCRIPTION: The Board meets every other month to discuss and enact changes as necessary to the club's property, rules, membership, expenses, charity, training and competition.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-04-10
• S63 Uniform Securities Agent State Law Examination
  1993-10-12

Other Names

• Tim Flanagan
• Timothy P Flanagan