Sean O'connor (CRD# 6908452) is an Investment Advisor Representative working at O'connor Wealth Planning LLC in Pleasant Prairie, WI and has over 5 years of experience in the finance industry.
CRD# 5252940
Cetera Investment Advisers LLC
CRD# 1257255
Raymond James Financial Services Advisors, Inc.
CRD# 2424715
Mesirow Financial Investment Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| O'connor Wealth Planning LLC | Thiells, NY | Mar 2021 - Current | 3 |
| Ameriprise Financial Services Inc. | New York, NY | Feb 2018 - Feb 2021 | 3 |
| Unemployed | Stony Point, NY | Oct 2017 - Feb 2018 | < 1 |
| Citizens Community Federal Bank | Eau Claire, WI | Jul 2016 - Sep 2017 | 1 |
| University Of Wisconsin Eau Claire | Eau Claire, WI | Jul 2016 - Sep 2017 | 1 |
| Unemployed | Stony Point, NY | Jun 2016 - Jul 2016 | < 1 |
| N/a | Stony Point, NY | Oct 2015 - May 2016 | < 1 |
| Unemployed | Stony Point, NY | Aug 2015 - Sep 2015 | < 1 |
| Newday Usa | Fulton, MD | Feb 2014 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2018 |
- NJ
- NY
- TX
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts100ACCOUNTS
-
Average Account Value$58,803
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NJ, NY, TX, WI
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