Timothy Patrick Kenney

Employer firm

Seawise Financial, Inc. CRD 298012

$75.3M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• 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

• 02/2014 → 07/2018
  Usaa Financial Advisors, Inc.
  San Diego, CA
• 02/2014 → 07/2018
  Usaa Financial Planning Services
  San Diego, CA
• 01/2018 → 07/2018
  Usaa Investment Management Company
  San Antonio, TX
• 07/2018 → Present
  Seawise Financial, Inc.
  Cardiff, CA

Previous Registrations

• 2018-01-08 → 2018-08-03
  Usaa Investment Services Company
  San Antonio, TX
• 2014-03-13 → 2018-01-08
  Usaa Financial Planning Services
  San Diego, CA
  Oceanside, CA
  Cardiff, CA
  San Diego, CA
• 2010-01-12 → 2014-03-04
  Ubs Financial Services Inc.
  San Diego, CA
  Weehawken, NJ
  San Diego, CA
  Weehawken, NJ
  San Diego, CA
  San Diego, CA
• 2008-08-08 → 2010-01-25
  Wells Fargo Investments, Llc
  San Diego, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-08-07
• S63 Uniform Securities Agent State Law Examination
  1998-11-27

Designations

• Certified Financial Planner