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Timothy Kevin O'brien

INTERVEST INTERNATIONAL, INC.·COLORADO SPRINGS, Colorado
Unclaimed Profile
1980 DOMINION WAY, SUITE 202, COLORADO SPRINGS, CO 80918CRD# 5798481Firm CRD# 111516
01

About

Timothy Kevin O'brien is a registered financial advisor based in COLORADO SPRINGS, Colorado, affiliated with INTERVEST INTERNATIONAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
INTERVEST INTERNATIONAL, INC.
INTERVEST INTERNATIONAL, INC.
AUM
$40M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at INTERVEST INTERNATIONAL, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SPLIT FEES FROM THIRD-PARTY MONEY MANAGERS OR RIAS
Regulatory
SEC/IARD CRD# 5798481
Firm CRD# 111516
3 disclosures on file
View on FINRA BrokerCheck →

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05

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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Other Advisors at INTERVEST INTERNATIONAL, INC.

Kacey Bess Watts
COLORADO SPRINGS, CO
David Michael Smith
COLORADO SPRINGS, CO
Edward Allan Hindman
COLORADO SPRINGS, CO
Robert Eugene Copus
COLORADO SPRINGS, CO

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Research
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