O'connor Financial Group LLC

O'connor Financial Group LLC (CRD# 168636) is a financial advisory firm headquartered in Quincy, IL. They manage $202,347,216 in 847 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    202
    MILLION
  • Total Number of Accounts
    847
    ACCOUNTS
  • Average Account Value
    $238,899
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)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IA, IL, IN, MO, NC, NE, TX, WI

Financial Advisors at O'connor Financial Group LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jackson T. O'connor
CRD#: 6405849
511 Maine Street, Quincy, IL 62301

Jackson O'connor (CRD# 6405849) is an Investment Advisor Representative working at O'connor Financial Group LLC in Quincy, IL and has over 7 years of experience in the finance industry.

2
Timothy J. Oconnor
CRD#: 2195907
511 Maine Street, Quincy, IL 62301

Timothy Oconnor (CRD# 2195907) is an Investment Advisor Representative working at O'connor Financial Group LLC in Quincy, IL and has over 32 years of experience in the finance industry.

3
Daniel J. Westergaard
CRD#: 6223389
511 Maine Street, Quincy, IL 62301

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.

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