Brian M. Flanagan

TIM LOONEY INVESTMENTS

Longwood, FL 32779

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CRD#: 4728629

Professional summary

Brian M Flanagan, who also goes by Brian Michael Flanagan, Brian Flanagan, is a registered financial advisor currently at TIM LOONEY INVESTMENTS, LLC located in Longwood, Florida.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Brian has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian Michael Flanagan | Brian Flanagan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1)FLORIDA FINANCIAL GROUP AUTO & HOME LLC; YES; LONGWOOD,FL; INSURANCE AGENT; 07/2024; 5/MO; 5/MO (2) BRIAN FLANAGAN, SOLE PROPRIETOR; YES; LONGWOOD, FL; INSURANCE AGENT; 07/2024; 5/MO; 5/ MO

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian M Flanagan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 5, 2022 - Present

TIM LOONEY INVESTMENTS, LLC

Office #1: 2180 Sr 434 Suite 6140, Longwood, FL 32779

RIA

CRD#: 164413

Longwood, FL

Past

November 2, 2022 - November 23, 2022

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

LONGWOOD, FL

Past

March 25, 2017 - December 31, 2017

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

LONGWOOD, FL

Past

March 25, 2017 - November 23, 2022

MML INVESTORS SERVICES, LLC

CRD#: 10409

LONGWOOD, FL

Past

January 20, 2011 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

LONGWOOD, FL

Past

January 7, 2004 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

MAITLAND, FL

Past

January 7, 2004 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

LONGWOOD, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TIM LOONEY INVESTMENTS, LLC

CRD#: 164413 / SEC#: 801-76731

RIA

Registered Investment Advisory firm - (6/8/2012 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(12/20/2022)

IAR

Texas
(12/5/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/6/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/24/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 1/6/2004

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TIM LOONEY INVESTMENTS, LLC

CRD#: 164413 / SEC#: 801-76731

RIA

Registered Investment Advisory firm - (6/8/2012 Approved)

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Contact information

Main Address

2180 Sr 434 Suite 6140, Longwood, FL 32779

Mailing Address

Phone number

(407) 331-6961

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A & 2B (2/7/2025)

Regulatory assets under management

Total Number of Accounts	1,305
AUM (Assets Under Management)	$ 426,683,246

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Brian M. Flanagan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian M Flanagan's CRS (Customer Relationship Summary).

Certified licenses

Experience

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

TIM LOONEY INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/6/2022

Series 63

Date: 11/24/2008

SIE

Date: 10/1/2018

Series 6

Date: 1/6/2004

Current Firm

TIM LOONEY INVESTMENTS, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TIM LOONEY INVESTMENTS, LLC

TRUST BUT VERIFY

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