Timothy Oleary is a registered investment advisor, based in Littleton, CO, with 26 years of industry experience.
Location
1950 W Littleton Blvd Unit 105, Littleton, CO, 80120-2000
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Timothy owns three residential investment properties in Colorado, starting in 2018, 2021, and 2024 respectively. He spends minimal time on general property management duties for each property.
Employment History
Current Registrations
Allstate Financial Services, LLCBroker
November 2025 - Present · 6 mos
Allstate Financial Advisors, LLC
October 2025 - Present · 7 mos
Previous Registrations
Creative Planning
May 2024 - June 2025 · 1 yr 1 mo
O'leary Financial Strategies LLC
March 2023 - September 2024 · 1 yr 6 mos
Creativeone Wealth, LLC
October 2022 - December 2022 · 2 mos
Goldman Sachs Ayco Personal Financial Management
April 2022 - May 2022 · 1 mo
Goldman Sachs & CO. LLCBroker
January 2022 - May 2022 · 4 mos
TD Ameritrade, INC.
February 2018 - December 2020 · 2 yrs 10 mos
TD Ameritrade Investment Management, LLC
February 2018 - January 2021 · 2 yrs 11 mos
TD Ameritrade, INC.Broker
February 2018 - December 2020 · 2 yrs 10 mos
Scottrade Investment Management
March 2016 - February 2018 · 1 yr 11 mos
Scottrade, INC.Broker
January 2014 - February 2018 · 4 yrs 1 mo
Amerivest Investment Management, LLC
May 2006 - January 2014 · 7 yrs 8 mos
TD Ameritrade, INC.
September 2003 - January 2014 · 10 yrs 4 mos
TD Ameritrade, INC.Broker
March 1999 - January 2014 · 14 yrs 10 mos
Olde Discount CorporationBroker
July 1997 - October 1997 · 3 mos
Scout Brokerage Services, INC.Broker
July 1996 - June 1997 · 11 mos
State Registrations1 state
CO
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.