Stephen Tyler Mckimmey
Investment adviser representative at Rtw Financial Advisors Inc
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$581MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Rtw Financial Advisors IncApr 2014 to now
- Momentum Independent Network Inc.May 2014 to May 2026
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
Rtw Financial Advisors Inc
$581MAssets managed
182Clients
3Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6231012
- Firm CRD
- 109934