Timothy J. Olejniczak

RETIRERIGHT CONSULTING GROUP

WEST DES MOINES, IA 50266

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CRD#: 6331411

Professional summary

Timothy Joseph Olejniczak is a registered financial advisor currently at RETIRERIGHT CONSULTING GROUP located in West Des Moines, Iowa and LPL FINANCIAL LLC located in West Des Moines, Iowa.

Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Timothy has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

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 Olejniczak's CRS (Customer Relationship Summary).

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

April 9, 2025 - Present

RETIRERIGHT CONSULTING GROUP

Office #1: 1200 Valley West Drive Suite 707, West Des Moines, IA 50266

RIA

CRD#: 300925

WEST DES MOINES, IA

Current

April 4, 2025 - Present

LPL FINANCIAL LLC

Office #1: 1200 Valley West Dr, Suite 707, West Des Moines, IA 50266

RIA

CRD#: 6413

WEST DES MOINES, IA

Past

August 27, 2025 - July 10, 2026

LPL FINANCIAL LLC

RIA

CRD#: 6413

FORT MILL, SC

Past

August 4, 2015 - April 4, 2025

EDWARD JONES

RIA

CRD#: 250

Urbandale, IA

Past

July 16, 2015 - April 4, 2025

EDWARD JONES

CRD#: 250

Urbandale, IA

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".

RETIRERIGHT CONSULTING GROUP

BAC FINANCIAL SERVICES | RETIRERIGHT, LLC | RETIRERIGHT CONSULTING GROUP | RETIRERIGHT | PREMIER INVESTMENT SERVICES

CRD#: 300925 / SEC#: 801-116809

RIA

Registered Investment Advisory firm - (6/17/2019 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.

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

Arizona
(4/4/2025)

Colorado
(4/4/2025)

Illinois
(4/4/2025)

Iowa
(4/4/2025)

IAR

Iowa
(4/9/2025)

Kentucky
(4/4/2025)

Maryland
(4/4/2025)

Minnesota
(4/4/2025)

Missouri
(4/4/2025)

Nebraska
(4/13/2026)

Oklahoma
(4/4/2025)

South Carolina
(4/4/2025)

Virginia
(4/4/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/3/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/16/2015

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

RETIRERIGHT CONSULTING GROUP

BAC FINANCIAL SERVICES | RETIRERIGHT, LLC | RETIRERIGHT CONSULTING GROUP | RETIRERIGHT | PREMIER INVESTMENT SERVICES

CRD#: 300925 / SEC#: 801-116809

RIA

Registered Investment Advisory firm - (6/17/2019 Approved)

PREMIUM

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Contact information

Main Address

1200 Valley West Drive Suite 707, West Des Moines, IA 50266

Mailing Address

Phone number

(515) 868-0309

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A WITH APPENDIX 1 (4/11/2025)

Regulatory assets under management

Total Number of Accounts	562
AUM (Assets Under Management)	$ 658,685,810

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.

Contact information

(xxx) xxx-xxxx

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Timothy J. Olejniczak

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

RETIRERIGHT CONSULTING GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 8/3/2015

SIE

Date: 10/1/2018

Series 7

Date: 7/16/2015

FINRA

Current Firm

RETIRERIGHT CONSULTING GROUP

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RETIRERIGHT CONSULTING GROUP

TRUST BUT VERIFY

Contact information

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