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).
Total Assets Under Management12MILLION
Total Number of Accounts25ACCOUNTS
Average Account Value$460,139
- 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)
IL, MO, TX
Timothy Oconnor (CRD# 2195907) is an Investment Advisor Representative working at O' Connor Wealth Management, LLC in Quincy, IL and has over 25 years of experience in the finance industry.