Broker Check
Tim Mezhlumov

Tim Mezhlumov

Financial Advisor, Managing Member

Tim Mezhlumov, CFP®, CLU®, EA

Professional Background 

I am a financial services industry veteran whose career as an executive with world-class wealth management and insurance companies is distinguished by consistent success in building and maintaining client relationships and leading high-performance teams.  I have consulted with business owners, individuals and families, corporate executives, senior financial advisors and insurance agents, CPA and estate planning attorney firms since 1999.  I have been instrumental in assisting many financial advisors, multi-partner firms and various size institutions in developing highly successful organizations. My previous positions included Director and Vice President of three national broker/dealers and two of the largest insurance companies in the nation.

After fifteen years of service in the corporate arena, I decided to transition to a private practice in order to put my knowledge, skills and experience to work for the benefit of my clients. I know what it takes to become successful – hard work, perseverance and discipline. I provide clients with independent advice and implementation services.  I utilize the fiduciary approach by putting my clients’ interests before my own. Being an Independent Financial Advisor allows me to remain impartial with regard to the service and product providers that I recommend as parts of the overall strategy.

I possess a unique skill set of a highly technically trained Tax and Financial Planner coupled with the exceptional ability for bringing complex projects and client engagements to a potential successful close in a time efficient and cost effective way. I am creative, focused and driven to deliver the best possible results for my clients. I am glad to work in collaboration with your other advisors including tax and accounting professionals or attorneys for your benefit.

Education and Training

I graduated with honors cum laude with a Bachelors degree in Business Administration from the University of Texas at Dallas (UTD).  I hold the Certified Financial PlannerTM CFP® and Chartered Life Underwriter (CLU®) designations. I am licensed by the United States Treasury as an IRS Enrolled Agent (EA) to represent taxpayers in all 50 states.  I am a licensed Life Insurance Agent and Investment Advisory Representative (IAR) in the state of Texas; and I am a FINRA Registered Representative licensed with the Series 7 General Securities Representative and Series 63 Uniform Securities Agent State Law Exam.