Timothy J. Okeefe

OKEEFE & ASSOCIATES, P.C.

ORLAND PARK, IL 60467

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CRD#: 2445899

Professional summary

Timothy Joseph Okeefe is a registered financial advisor currently at OKEEFE & ASSOCIATES, P.C. located in Orland Park, Illinois.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Timothy has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Joseph Okeefe's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 15, 1998 - Present

OKEEFE & ASSOCIATES, P.C.

Office #1: 15900 S. Wolf Road Suite 203, Orland Park, IL 60467

RIA

CRD#: 123905

ORLAND PARK, IL

Past

September 19, 1994 - August 31, 1999

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

January 28, 1994 - September 19, 1994

ALL AMERICAN MANAGEMENT CORPORATION

CRD#: 21

DES PLAINES, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(7/15/1998)

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Exams

State Security Law Exam

IAR

Series 65

Date: 1/30/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/21/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/27/1994

General Securities Representative Examination

Current Firm

OKEEFE & ASSOCIATES, P.C.

CRD#: 123905 / SEC#:

Illinois

Registered Investment Advisory firm - (7/15/1996 Approved)

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Contact information

Main Address

15900 S. Wolf Road Suite 203, Orland Park, IL 60467

Mailing Address

Phone number

(708) 460-4647

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	108
AUM (Assets Under Management)	$ 65,368,266

Red Flags

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Timothy J. Okeefe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Joseph Okeefe's CRS (Customer Relationship Summary).

Certified licenses

Experience

OKEEFE & ASSOCIATES, P.C.

FSC SECURITIES CORPORATION

ALL AMERICAN MANAGEMENT CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 1/30/1996

Series 63

Date: 1/21/1994

Series 7

Date: 1/27/1994

Current Firm

OKEEFE & ASSOCIATES, P.C.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

OKEEFE & ASSOCIATES, P.C.

TRUST BUT VERIFY

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