Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Oleary is a financial advisor with Creative Planning, a firm with over $175 billion in assets under management. Timothy is a registered investment advisor in Colorado. Timothy has been in the financial industry since 1996.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CO
05/16/2024 - Present
Creative Planning (Denver CO)
TX
01/07/2022 - 05/26/2022
GOLDMAN SACHS & CO. LLC (DALLAS TX)
CO
02/26/2018 - 12/31/2020
TD AMERITRADE, INC. (Denver CO)
CO
01/27/2014 - 02/26/2018
SCOTTRADE, INC. (WESTMINSTER CO)
CO
03/08/1999 - 01/17/2014
TD AMERITRADE, INC. (GREENWOOD VILLAGE CO)
MI
07/25/1997 - 10/08/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
MO
07/18/1996 - 06/09/1997
SCOUT BROKERAGE SERVICES, INC. (KANSAS CITY MO)
BOTH
Issued 09/08/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/03/2001
Series 4 - Registered Options Principal Examination
BC
Issued 12/04/2000
Series 14 - Compliance Officer Examination
BC
Issued 07/06/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1996
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Timothy Oleary is the right advisor for you? Invested Better is here to help.
