Ryan Oconnell (CRD# 7474166) is an Investment Advisor Representative working at Highpoint Planning Partners in Bloomingdale, IL and has over 2 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Highpoint Advisor Group, LLC | Bloomingdale, IL | Jan 2024 - Current | < 1 |
| Jp Morgan Chase | Elgin, IL | Feb 2022 - Current | 2 |
| Lpl Financial LLC | Elgin, IL | Jan 2022 - Sep 2022 | < 1 |
| Cold Chain Technology | Elgin, IL | Aug 2021 - Oct 2021 | < 1 |
| Walmart | Rice Lake, WI | Jan 2021 - Jul 2021 | < 1 |
| Infinity Retail Services | Turtle Lake, WI | Aug 2020 - Dec 2020 | < 1 |
| Rice Lake Chronotype | Rice Lake, WI | Feb 2019 - Jul 2020 | 1 |
| Bath And Body Works | Missoula, MT | Nov 2018 - Jan 2019 | < 1 |
| Cafe Dulche | Missoula, MT | Nov 2018 - Jan 2019 | < 1 |
| Montana Kaimin | Missoula, MT | Jan 2018 - Dec 2018 | < 1 |
| Perkins Tenders LLC | Whitefish, MT | Jun 2017 - Aug 2018 | 1 |
| The Ekalaka Eagle | Ekalaka, IL | May 2018 - Jul 2018 | < 1 |
| Ace Hardware | Missoula, MT | Jun 2016 - Jan 2018 | 1 |
| Warehouse Gym | Carbondale, IL | Jan 2016 - Jun 2016 | < 1 |
| Golds Gym | Carbondale, IL | Jun 2015 - Jan 2016 | < 1 |
| Longbranch Cafe | Carbondale, IL | Oct 2014 - Jun 2015 | < 1 |
| Sound Core | Carbondale, IL | Jun 2014 - Oct 2014 | < 1 |
| Gaming Goat | Elgin, IL | Nov 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2022 |
- IL
-
Total Assets Under Management3,001MILLIONS
-
Total Number of Accounts13,229ACCOUNTS
-
Average Account Value$226,850
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.