O'connor Wealth Planning LLC

O'connor Wealth Planning LLC (CRD# 312576) is a financial advisory firm headquartered in , . They manage $5,880,287 in 100 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $58,803
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, NY, TX, WI

Financial Advisors at O'connor Wealth Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
Sean O'connor, financial advisor Pleasant Prairie WI
Sean K. O'connor
CRD#: 6908452
Pleasant Prairie, WI

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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