A complete list of active advisors currently associated with Tim Looney Investments, LLC

Warmer can help you find a great advisor at Tim Looney Investments, LLC or one who fits your needs even better.

Tim Looney Investments, LLC provides fee‑based financial planning, investment supervisory services, retirement‑plan (ERISA 3(21)) advice, financial consulting, and educational seminars primarily to individual clients, including high‑net‑worth households. Services described in the brochure include personalized financial plans, custom portfolio management, hourly consulting projects, and plan‑sponsor support for qualified retirement plans. The firm’s investment management is custom and non‑discretionary: TLI determines securities and position sizes but obtains prior client approval before executing trades and documents client objectives in an Investment Policy Statement. The ADV shows the firm’s reported assets under management are entirely non‑discretionary ($490,256,479 as of 12/31/2025) and notes the use of borrowing in separately managed accounts — practices that are uncommon among similarly supported firms. Distinctive features in the brochure include a relatively large AUM level for a three‑advisor firm while operating without discretionary trading authority, the provision of ERISA 3(21) fiduciary services alongside individual wealth management, and reliance on third‑party standing letters of authorization that create a limited‑custody arrangement; the firm also discloses that it does not vote client proxies and that insurance and annuity products are sold by its advisors in their capacity as independent agents.

To learn more about the advisors currently working at Tim Looney Investments, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.