Unclaimed Profile

Timothy Kevin O'brien

INTERVEST INTERNATIONAL, INC.·COLORADO SPRINGS, Colorado

SIE, Series 4, Series 6, Series 7, Series 24, Series 52, Series 53, Series 63, Series 66, Series 99TO11 years registeredINTERVEST INTERNATIONAL, INC.

1980 DOMINION WAY, SUITE 202, COLORADO SPRINGS, CO 80918CRD# 5798481Firm CRD# 111516

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Timothy Kevin O'brien · COLORADO SPRINGS, CO

Registration

CRD #5798481 · INTERVEST INTERNATIONAL, INC. · 11 years registered

Brand Profile

Not yet started

Career History

AUSDAL FINANCIAL PARTNERS, INC.

Oct 2024 – present

INTERVEST INTERNATIONAL, INC.

May 2015 – Mar 2025

COLORADO SPRINGS, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 24

Series 52

Series 53

Series 63

Series 66

Series 99TO

Registration record

First registered · May 5, 2015

Years registered · 11

Disclosure History

2026Customer Dispute·Settled

2024Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

INTERVEST INTERNATIONAL, INC.

CRD 111516 · SEC 801-66615

AUM

$40M

Regulatory assets under management

Employees

356 client accounts

Services offered by INTERVEST INTERNATIONAL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INTERVEST INTERNATIONAL, INC. →

Introduction

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Frequently Asked Questions

What services does Timothy Kevin O'brien offer?

Timothy Kevin O'brien specializes in Financial Planning, Investment Management. Contact their office in COLORADO SPRINGS, Colorado for a consultation.

What are Timothy Kevin O'brien's credentials?

Timothy Kevin O'brien is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Kevin O'brien located?

Timothy Kevin O'brien is based in COLORADO SPRINGS, Colorado, working with INTERVEST INTERNATIONAL, INC.. Their office serves clients in the COLORADO SPRINGS metropolitan area and surrounding communities.

How does Timothy Kevin O'brien charge for services?

Timothy Kevin O'brien's firm is compensated through percentage of aum, hourly charges, subscription fees, other: split fees from third-party money managers or rias. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INTERVEST INTERNATIONAL, INC.?

INTERVEST INTERNATIONAL, INC. has approximately 16 employees and manages $40M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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