Timothy S. O'Malley,  CFP<sup>&reg;</sup> - Financial Advisor

Timothy S. O'Malley, CFP®

N17W24222 Riverwood Dr, Ste 240
Waukesha, WI 53188
(800) 711-6127


Timothy O'Malley is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Waukesha, WI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications


Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Banking, Asset Allocation, Corporate Finance, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Irregular Income, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Medical & Health Issues, Sudden Wealth, Nontraditional Households


Helpful Financial Planning Resources