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Myles O'Reilly, Series 66


Myles O'Reilly is a licensed Investment Advisor Representative (IAR) based in Fort Collins, Colorado, however serves many clients throughout the country. In 2003 Myles began his career with a local investment boutique in the midwest primarily selling annuities and life insurance products before earning his securities license and joining Merrill Lynch in St. Louis. In 2008 he was recruited by AIG's VALIC Investment Advisors to manage the individual retirement portfolios for the employees of Southern Illinois University totaling more than $40M. In 2010 he transferred with VALIC to Fort Collins to manage the retirement portfolios for the employees of Colorado State University. He decided to become independent in January 2012 and formed O'REILLY FINANCIAL, LLC.

Myles prides himself in making sure his clients reach their retirement goals with as few surprises as possible. He guides his clients with a proactive risk management strategy knowing that one misstep along the way can change a retirement life forever. Myles believes that greed and complacency are the two most common traits he finds with most investors and ironically the easiest ones to overcome.

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Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor.  O'Reilly Financial, LLC and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that (Adviser's firm name) and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company and are not offered by Retirement Wealth Advisors.   


This communication is strictly intended for individuals residing in the state(s) of CO, IL and MO. No offers may be made or accepted from any resident outside the specific states referenced.

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