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Timothy J. Okeefe

OKEEFE & ASSOCIATES, P.C.
ORLAND PARK, IL 60467
Some features on this profile are disabled
CRD#: 2445899
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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

BD
CRD#: 7461
ATLANTA, GA
Past

January 28, 1994 - September 19, 1994

ALL AMERICAN MANAGEMENT CORPORATION

BD
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)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/30/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/21/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 1/27/1994
General Securities Representative Examination

Current Firm

O&
OKEEFE & ASSOCIATES, P.C.
OKEEFE & ASSOCIATES, P.C.

CRD#: 123905 / SEC#:

Illinois
Registered Investment Advisory firm - (7/15/1996 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts80
AUM (Assets Under Management)$ 64,676,634

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

OKEEFE & ASSOCIATES, P.C.

CRD#: 123905Orland Park, IL 60467

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