David O'hea (CRD# 7120941) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Deerfield, 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# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Investment Services | Deerfield, IL | Nov 2023 - Current | < 1 |
| Kestra Advisory Services | Deerfield, IL | Nov 2023 - Current | < 1 |
| Morgan Stanley | Chicago, IL | Jan 2020 - Nov 2023 | 3 |
| Meaden & Moore Llp. | Chicago, IL | Sep 2019 - Dec 2019 | < 1 |
| Morgan Stanley | Chicago, IL | Jun 2019 - Sep 2019 | < 1 |
| Meaden & Moore Llp. | Chicago, IL | Jan 2019 - Jun 2019 | < 1 |
| Loyola University Chicago | Chicago, IL | Aug 2018 - Dec 2018 | < 1 |
| Dubuque Screw Products Inc. | Dubuque, IA | Mar 2015 - Aug 2018 | 3 |
| Thunder Hills Country Club | Peosta, IA | Mar 2015 - Aug 2018 | 3 |
| Middle School | Peosta, IA | Jan 2010 - Mar 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2021 |
- IL
-
Total Assets Under Management48,324MILLIONS
-
Total Number of Accounts140,425ACCOUNTS
-
Average Account Value$344,129
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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