Kevin OconnorCRD Number: 5625535
Current Firm: Charles Schwab & Company, Inc.
Kevin Oconnor (CRD# 5625535) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Des Moines, IA and has over 7 years of experience in the finance industry.
Iron Horse Wealth Management, LLC
Cliftonlarsonallen Wealth Advisors, LLC
Lpl Financial LLC
|Charles Schwab Bank||Des Moines, IA||Nov 2012 - Current||4|
|Charles Schwab & Co, Inc.||Des Moines, IA||Dec 2008 - Current||8|
|Tri-state Hospitality||Dubuque, IA||Feb 2007 - Oct 2008||1|
|Morrison Brothers Co, Dba Breitbach Tree Farm||Dubuque, IA||Apr 2004 - Oct 2008||4|
|Student||Dubuque, IA||Sep 1989 - May 2008||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2009|
|S66||NASAA Uniform Combined State Law Examination||Jan 2013|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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
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