Kevin O'connor, financial advisor Minnetonka MN
87 score

Kevin O'connor

CRD Number: 4447466
Current Firm: Adam Smith Advisors, LLC

Kevin O'connor (CRD# 4447466) is an Investment Advisor Representative working at Adam Smith Advisors, LLC in Minnetonka, MN and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Adam Smith Advisors, LLC Minnetonka, MN Jul 2009 - Current 7
Trusted Financial Partners, LLC Minnetonka, MN Jan 1998 - Dec 2011 13
Carver Moquist & O'connor Plymouth, MN Dec 2004 - Sep 2008 3

Kevin O'connor has no recent exams reported.
Contact Info for Kevin J. O'connor
Phone Number: 952-893-9012
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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