Timothy O'brien
Timothy O'brien is a registered investment advisor at Ausdal Financial Partners, INC., based in Colorado Springs, CO, with 14 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 16,572 clients with $3.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Maximum annual fee across investment advisory programs will not exceed 3%. Specific fee schedules are negotiated directly with your investment advisor representative.
Fee Estimator
Location
2215 Wimbleton Ct, Colorado Springs, CO, 80920
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2026Customer Dispute
October 2024Other Business Activities
Timothy is the owner of TK Financial Services, operating under a DBA in Colorado Springs, CO, since 2022. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Ausdal Financial Partners, INC.
Ausdal Financial Partners, INC.Broker
Previous Registrations
Intervest International, INC.
Intervest International Equities CorporationBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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