Timothy
Jansen
Two West Capital Advisors LLC
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About this Advisor
Timothy Jansen is a certified financial planner based out of Overland Park, Kansas who has 3 years of relevant experience. Jansen is on the advisory team at Two West Capital Advisors LLC. Jansen has gained experience at Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agency, Inc, Lpl Financial, LLC, Bukaty Companies Financial Services, Resources Investment Advisors, Waddell & Reed Inc and Two West Capital Advisors LLC. Jansen maintains a Series 63 license, qualifying them as a securities agent, and is registered to serve investors in Kansas. Two West Capital Advisors LLC is a registered investment business headquartered in Overland Park, KS. The company has a total of 15 financial advisors. It controls $2 billion in total assets between its 455 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. Of its 455 accounts, just 9% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Two West Capital Advisors LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees usually are based on the services provided. Fees charged by Two West Capital Advisors LLC can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Two West Capital Advisors LLC Brokerage Details
$2,113,780,226
15
455
$4,645,671
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Timothy Jansen Work History
Timothy has been registered as a financial advisor for 3 years.*
Two West Capital Advisors LLC
Lpl Financial, LLC
Bukaty Companies Financial Services
Resources Investment Advisors
Waddell & Reed Inc
Various Insurance Carriers For W & R Insurance Agency, Inc
Waddell & Reed, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Timothy Jansen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Two West Capital Advisors LLC
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
