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Timothy Michael Wickey

Fas Wealth Partners, Inc.

Leawood, KS

CRD 3178245

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Employer firm

Fas Wealth Partners, Inc. CRD 109796

$3.78B regulatory AUM 92 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Periodicals / newsletters
  • Educational seminars
  • DEFINED CONTRIBUTION PLANS

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

Current Employers
Fas Wealth Partners, Inc.

4747 W 135 Street Suite 100, Leawood, KS 66224 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-01-22
KS RA APPROVED 2020-05-05
  • TX RA
    APPROVED_RES
    Since 2024-01-22
  • KS RA
    APPROVED
    Since 2020-05-05

Branch Locations

4747 W 135 Street Suite 100, Leawood, KS 66224 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sunrise Advisors, Inc. Leawood KS 07/2009 04/2020
Financial Advisory Service, Inc. Leawood KS 05/2020 Present
  • 07/2009 → 04/2020
    Sunrise Advisors, Inc.
    Leawood, KS
  • 05/2020 → Present
    Financial Advisory Service, Inc.
    Leawood, KS
Previous Registrations
  • 2009-07-20 → 2020-06-30
    Sunrise Advisors
    Overland Park, KS
Other Businesses

- Timothy M Wickey, Consultant, 8021 High Drive, Leawood, KS 66206, Consult w/clients in personal injury lawsuits over whether and when to use structured settlement annuities as part of a long-term financial strategy

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-03-03
S63 Uniform Securities Agent State Law Examination 1999-02-10
  • S65 Uniform Investment Adviser Law Examination
    1999-03-03
  • S63 Uniform Securities Agent State Law Examination
    1999-02-10

View on SEC IAPD

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