Unclaimed Profile

Timothy Dennis Amerson

AFFORDABLE LIFE PLANS, LLC·ADDISON, Texas

Series 65Clean record11 years registeredAFFORDABLE LIFE PLANS, LLC

15305 DALLAS PKWY, ADDISON, TX 75001CRD# 6387964Firm CRD# 164009

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Timothy Dennis Amerson · ADDISON, TX

Registration

CRD #6387964 · AFFORDABLE LIFE PLANS, LLC · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AFFORDABLE LIFE PLANS, LLC

AFFORDABLE LIFE PLANS, LLC

Feb 2015 – Nov 2016

CARROLLTON, TX

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 4, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AFFORDABLE LIFE PLANS, LLC

CRD 164009 · SEC 801-78039

AUM

$799K

Regulatory assets under management

Employees

33 client accounts

Services offered by AFFORDABLE LIFE PLANS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AFFORDABLE LIFE PLANS, LLC →

Introduction

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Frequently Asked Questions

What services does Timothy Dennis Amerson offer?

Timothy Dennis Amerson specializes in Financial Planning, Investment Management.

What are Timothy Dennis Amerson's credentials?

Timothy Dennis Amerson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Dennis Amerson located?

Timothy Dennis Amerson is based in ADDISON, Texas, last registered with AFFORDABLE LIFE PLANS, LLC.

How does Timothy Dennis Amerson charge for services?

Timothy Dennis Amerson's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AFFORDABLE LIFE PLANS, LLC?

AFFORDABLE LIFE PLANS, LLC has approximately 16 employees and manages $799K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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