O' Connor Wealth Management, LLC

O' Connor Wealth Management, LLC (CRD# 168636) is a financial advisory firm headquartered in Quincy, IL. They manage $11,503,480 in 25 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $460,139
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, MO, TX

Financial Advisors at O' Connor Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Timothy J. Oconnor
CRD#: 2195907
1132 Broadway, Suite 250, Quincy, IL 62301
86
Wealthminder
score

Timothy Oconnor (CRD# 2195907) is an Investment Advisor Representative working at O' Connor Wealth Management, LLC in Quincy, IL and has over 24 years of experience in the finance industry.

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