Timothy Wickey, financial advisor Overland Park KS
93 score

Timothy Wickey

CRD Number: 3178245
Current Firm: Sunrise Advisors

Timothy Wickey (CRD# 3178245) is an Investment Advisor Representative working at Sunrise Advisors in Overland Park, KS and has over 17 years of experience in the finance industry.

Similar Advisors
Clint Haynes, financial advisor Overland Park KS
Clint Haynes
CRD# 4412753
Nextgen Wealth, LLC
Similar Advisors
Paul McClain, financial advisor Overland Park KS
Paul A. McClain
CRD# 1982523
Freedom Wealth Advisors, LLC
Similar Advisors
Michael Searcy, financial advisor Overland Park KS
Michael J. Searcy
CRD# 821456
Searcy Financial Services, Inc.
Company Name Location Dates Years
Sunrise Advisors, Inc. Leawood, KS Jul 2009 - Current 7
The Equitable Life Assurance Society Of The United States Syracuse, NY Jan 1999 - Jul 2009 10
Eq Financial Consultants, Inc. Syracuse, NY Jan 1999 - Jul 2009 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S65 NASAA Investment Advisors Law Examination Mar 1999
Contact Info for Timothy M. Wickey
Phone Number: 913-681-0215
Registered State(s):
  • KS
  • MO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.