TO
Timothy P. Oleary
ALLSTATE FINANCIAL ADVISORS
Littleton, CO 80120-2000
Some features on this profile are disabled
CRD#: 2713597
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Professional summary
Timothy P Oleary, who also goes by Tim O'leary, Timothy Patrick Oleary, is a registered financial advisor currently at ALLSTATE FINANCIAL ADVISORS, LLC located in Littleton, Colorado and ALLSTATE FINANCIAL SERVICES, LLC located in Littleton, Colorado.
Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Timothy has worked at 13 firms and has passed the Series 66, Series 63, Series 6TO, SIE, Series 7, Series 9, Series 10, Series 4, Series 14 and Series 8 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tim O'leary | Timothy Patrick Oleary
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.
RENTAL PROPERTIES POSITION: Property Owner, Property Manager NATURE: 3 Rental Properties...2586-A Meadows Blvd,Castle Rock, CO 80109 Douglas County (listed above); 8991 E Phillips Dr Centennial, CO 80112; Arapahoe County; 750 Elmhurst Dr, Unit E Highlands Ranch, CO 80129 Douglas County INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2020 ADDRESS: 2586 Meadows Boulevard, Unit A, Castle Rock CO 80109, United States DESCRIPTION: I manage my personally owned real estate investment properties, including finding and screening renters, collecting rental income, paying expenses (mortgage, HOA, taxes, insurance), and handling property operations such as scheduling repairs and overseeing maintenance. AUTO DRIVEAWAY / INDEPENDENT CONTRACTOR POSITION: Driver/Independent Contractor NATURE: Transportation and logistics company providing vehicle relocation and delivery services for clients nationwide. I provide occasional ad hoc driving services as an independent contractor (pickup and delivery of client vehicles). INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2023 ADDRESS: 552 E DRY CREEK PL, LITTLETON CO 80122, United States DESCRIPTION: Provide vehicle transport services as an independent contractor for Auto Driveaway. Duties include driving vehicles between client locations for dealerships, fleet management companies, and other commercial clients. Work is performed on an as-needed, part-time basis. No managerial, supervisory, or financial responsibilities are involved. MERCOR.IO CORPORATION (MERCOR) POSITION: Independent Contractor NATURE: Technology platform that connects independent contractors with short-term project-based, online, remote work opportunities. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 10/27/2025 ADDRESS: 552 E Dry Creek Place, Littleton CO 80122, United States DESCRIPTION: This business activity involves occasional project-based consulting activities. The work includes research, analysis, and/or administrative support. Specifically, assessing, reviewing and providing feedback on AI-driven data analytics, with the objective of helping the firm optimize AI performance and efficiency. I participate solely as an independent contractor, accepting projects at my discretion. This work is technical in nature, is unrelated to securities, investment, or insurance activities. There are no interactions with any clients, customers, or individuals outside of Mercor.
CRS (Client Relationship Summary) - RIA
Click below to view Timothy P Oleary'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®
NoneExperience
Current
October 22, 2025 - Present
ALLSTATE FINANCIAL ADVISORS, LLC
Office #1: 1950 W Littleton Blvd Unit 105, Littleton, CO 80120-2000RIA
CRD#: 109524
Littleton, CO
Current
November 12, 2025 - Present
ALLSTATE FINANCIAL SERVICES, LLC
Office #1: 1950 W Littleton Blvd Unit 105, Littleton, CO 80120-2000BD
CRD#: 18272
Littleton, CO
Past
May 16, 2024 - June 17, 2025
CREATIVE PLANNING
RIA
CRD#: 105348
Denver, CO
Past
March 10, 2023 - September 5, 2024
O'LEARY FINANCIAL STRATEGIES LLC
RIA
CRD#: 324630
Greenwood Village, CO
Past
October 17, 2022 - December 13, 2022
CREATIVEONE WEALTH, LLC
RIA
CRD#: 281213
Englewood, CO
Past
April 29, 2022 - May 26, 2022
GOLDMAN SACHS WEALTH SERVICES, L.P.
RIA
CRD#: 106693
Dallas, TX
Past
January 7, 2022 - May 26, 2022
GOLDMAN SACHS & CO. LLC
BD
CRD#: 361
DALLAS, TX
Past
February 27, 2018 - December 31, 2020
TD AMERITRADE, INC.
RIA
CRD#: 7870
Denver, CO
Past
February 26, 2018 - January 11, 2021
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
Denver, CO
Past
February 26, 2018 - December 31, 2020
TD AMERITRADE, INC.
BD
CRD#: 7870
Denver, CO
Past
March 18, 2016 - February 26, 2018
SCOTTRADE INVESTMENT MANAGEMENT
RIA
CRD#: 169988
Westminster, CO
Past
January 27, 2014 - February 26, 2018
SCOTTRADE, INC.
BD
CRD#: 8206
WESTMINSTER, CO
Past
May 17, 2006 - January 17, 2014
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
GREENWOOD VILLAGE, CO
Past
September 10, 2003 - January 17, 2014
TD AMERITRADE, INC.
RIA
CRD#: 7870
GREENWOOD VILLAGE, CO
Past
March 8, 1999 - January 17, 2014
TD AMERITRADE, INC.
BD
CRD#: 7870
GREENWOOD VILLAGE, CO
Past
July 25, 1997 - October 8, 1997
AMERIPRISE ADVISOR SERVICES, INC.
BD
CRD#: 5979
DETROIT, MI
Past
July 18, 1996 - June 9, 1997
UMB FINANCIAL SERVICES, INC.
BD
CRD#: 17073
KANSAS CITY, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AF
ALLSTATE FINANCIAL ADVISORS, LLC
ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC
CRD#: 109524 / SEC#: 801-68510
RIA
Registered Investment Advisory firm - (11/21/2007 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Colorado(10/22/2025)
RR
Colorado(11/12/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 11/12/2025
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 7/6/1999
General Securities Sales Supervisor Examination (Options Module & General Module)SRO Registrations
RR
FINRA
Current Firm
AF
ALLSTATE FINANCIAL ADVISORS, LLC
ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC
CRD#: 109524 / SEC#: 801-68510
RIA
Registered Investment Advisory firm - (11/21/2007 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
151 N 8th Street, Suite 450, Lincoln, NE 68508
Mailing Address
151 N 8th Street, Suite 450, Lincoln, NE 68508
Phone number
(877) 232-2142
Established
Firm type
Fiscal year end
# of Employees
337
SEC notice filing (49 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 280 |
| AUM (Assets Under Management) | $ 82,015,793 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
