Patrick Oconnor, financial advisor Wheaton IL
93 score

Patrick Oconnor

CRD Number: 5335422
Current Firm: Advice And Planning Services

Patrick Oconnor (CRD# 5335422) is an Investment Advisor Representative working at Advice And Planning Services in Wheaton, IL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC Wheaton, IL Jan 2016 - Current < 1
Tiaa Wheaton, IL Jan 2016 - Current < 1
Minnesota Life Insurance Company St Paul, MN Jan 2008 - Jan 2016 8
North Star Consultants, Inc. Chicago, IL Jan 2008 - Jan 2016 8
Securian Financial Services, Inc. St Paul, MN Jul 2007 - Jan 2016 8
Cri Securities, LLC St Paul, MN Jul 2007 - Jan 2016 8
North Star Consultants, Inc. Chicago, IL Feb 2007 - Jan 2008 < 1
Securian Financial Services, Inc. St Paul, MN Feb 2007 - Jul 2007 < 1
Tcf Bank Glendale Heights, IL May 2006 - Jun 2007 1
University Of Iowa Iowa City, IA Jan 2003 - Dec 2006 3
University Of Iowa Iowa City, IL Aug 2002 - Dec 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2007
Contact Info for Patrick J. Oconnor
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, 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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