Michael O'hern, financial advisor Park Rapids MN
93 score

Michael O'hern

CRD Number: 5553734
Current Firm: Lion Street Advisors, LLC

Michael O'hern (CRD# 5553734) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Park Rapids, MN and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Lion Street Financial Park Rapids, MN Feb 2016 - Current < 1
Park Avenue Seucrities Park Rapids, MN Aug 2008 - Feb 2016 7
Guardian Life Insurance Company Of America Park Rapids, MN Jul 2008 - Feb 2016 7
State Bank Of Pr Park Rapids, MN Jul 2003 - Jun 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2009
Contact Info for Michael L. O'hern
Phone Number: 512-776-8400
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    100
    MILLIONS
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $501,781
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AZ, CA, CT, DC, FL, GA, IL, KS, LA, MA, MD, MN, MO, ND, NE, NJ, NM, NY, OK, PA, SD, TX, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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