Thomas O'shaughnessy (CRD# 2561923) is an Investment Advisor Representative working at Polaris Wealth Management, LLC in Flossmoor, IL and has over 29 years of experience in the finance industry. Thomas O'shaughnessy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Polaris Wealth Management, LLC | Flossmoor, IL | Aug 2020 - Current | 3 |
| Avma Administrative Services, LLC | Schaumburg, IL | Nov 2019 - Current | 4 |
| Raymond James Financial Services Advisors Inc. | Chicago, IL | Sep 2017 - Current | 6 |
| Marcum Financial Services LLC | Chicago, IL | May 2018 - Nov 2019 | 1 |
| N/a | Naperville, IL | Apr 2017 - May 2018 | 1 |
| Retirement Administration Direct | Naperville, IL | Mar 2016 - Apr 2017 | 1 |
| Westat-naep | Naperville, IL | Jan 2017 - Mar 2017 | < 1 |
| United Parcel Service | Addison, IL | Nov 2016 - Jan 2017 | < 1 |
| N/a | Oakbrook, IL | Feb 2016 - Nov 2016 | < 1 |
| Bkd Wealth Advisors, LLC | Oakbrook Terrace, IL | Nov 2014 - Feb 2016 | 1 |
| Wolf Financial Management | Oakbrook Terrace, IL | May 2014 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1994 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1996 |
- IL
-
Total Assets Under Management6MILLIONS
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Total Number of Accounts285ACCOUNTS
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Average Account Value$19,754
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
IL, TX
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