Kevin O'connell, financial advisor Tampa FL
93 score

Kevin O'connell

CRD Number: 4569208
Current Firm: Northwestern Mutual Investment Services,llc

Kevin O'connell (CRD# 4569208) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Tampa, FL and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jul 2015 - Current 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Jun 2014 - Current 2
Northwestern Mutual Investment Services, LLC Tampa, FL Jun 2014 - Current 2
Northwestern Mutual Life Insurance Company Milwaukee, WI Jan 2011 - May 2014 3
Northwestern Mutual Investment Services, LLC Milwaukee, WI Jan 2011 - May 2014 3
Northwestern Mutual Investment Services, LLC Orlando, FL Aug 2007 - Feb 2011 3
Northwestern Mutual Life Insurance Company Winter Park, FL Jul 2002 - Feb 2011 8
Northwestern Mutual Investment Services, LLC Winter Park, FL Aug 2002 - Jan 2011 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2003
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for Kevin D. O'connell
Phone Number: 866-664-7737
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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

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