O'connor Wealth Planning LLC
O'connor Wealth Planning LLC (CRD# 312576) is a financial advisory firm headquartered in Salem, WI. They manage $5,880,287 in 100 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
O'connor Wealth Planning LLC
By the Numbers
-
Total Assets Under Management6MILLION
-
Total Number of Accounts100ACCOUNTS
-
Average Account Value$58,803
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ, NY, TX, WI
Financial Advisors at O'connor Wealth Planning LLC
1
Sean O'connor (CRD# 6908452) is an Investment Advisor Representative working at O'connor Wealth Planning LLC in Salem, WI and has over 6 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.