Tim Looney Investments, LLC

Timothy Looney is the principal of Tim Looney Investments, LLC in Longwood, Florida, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has led his firm since 2012 and operated as an independent advisor since 2002. Tim Looney Investments, LLC serves individual clients, including high-net-worth and non-high-net-worth households, offering personalized financial planning, investment supervisory services, ERISA 3(21) plan advice, hourly consulting, and educational seminars. The firm employs a custom, non-discretionary portfolio management approach with documented investment objectives and quarterly account reviews, managing over $426 million in assets under management.

Brian Flanagan is a financial advisor with Tim Looney Investments, LLC, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Metlife Securities, Inc. He also operates as an insurance agent through his sole proprietorship and Florida Financial Group Auto & Home LLC. Tim Looney Investments, LLC primarily serves individual clients, including high-net-worth and non-HNW households, offering personalized financial planning, investment supervisory services, ERISA 3(21) plan advice, and educational seminars. The firm employs a custom, non-discretionary portfolio management approach with documented investment policies and quarterly reviews, managing over $426 million in non-discretionary assets.

John Mc Cully is a financial advisor at Tim Looney Investments, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Tim Looney Investments since 2023. Outside of finance, he is the owner of Downtown Pet Hospital in Orlando, Florida. Tim Looney Investments primarily serves individual clients, including high-net-worth and non-HNW households, offering personalized financial planning, investment supervisory services, and educational seminars. The firm uses a custom, non-discretionary portfolio management approach, requiring client approval for transactions and conducting quarterly account reviews.