Daniel Westergaard (CRD# 6223389) is an Investment Advisor Representative working at O'connor Financial Group LLC in Quincy, IL and has over 8 years of experience in the finance industry.
CRD# 4412949
Cwm, LLC
CRD# 6013179
Ipi Wealth Management, Inc.
CRD# 2730151
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| O'connor Fianancial Group, LLC | Quincy, IL | Aug 2021 - Current | 2 |
| First Trust Portfolios LP | Wheaton, IL | Aug 2017 - Jul 2021 | 3 |
| First Trust Advisors LP | Wheaton, IL | Aug 2017 - Jul 2021 | 3 |
| J.p. Morgan Investment Management Inc. | Chicago, IL | Oct 2016 - Aug 2017 | < 1 |
| J.p. Morgan Institutional Investments, Inc. | Chicago, IL | Oct 2016 - Aug 2017 | < 1 |
| Jp Morgan Securities LLC | Chicago, IL | Jul 2015 - Sep 2016 | 1 |
| Jp Morgan Chase Bank Na | Chicago, IL | Jul 2015 - Sep 2016 | 1 |
| Cantigny Golf | Wheaton, IL | May 2009 - Jun 2015 | 6 |
| Indiana University | Bloomington, IN | Aug 2011 - May 2015 | 3 |
| Jpmorgan | Chicago, IL | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2015 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2017 |
- IL
-
Total Assets Under Management202MILLIONS
-
Total Number of Accounts847ACCOUNTS
-
Average Account Value$238,899
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, IA, IL, IN, MO, NC, NE, TX, WI
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