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Michael Philip O'connor

CHICAGO PARTNERS INVESTMENT GROUP LLC·CHICAGO, Illinois
SIE, Series 7, Series 66Clean record18 years registeredCHICAGO PARTNERS INVESTMENT GROUP LLC
1 NORTH WACKER DRIVE, CHICAGO, IL 60606CRD# 5295252Firm CRD# 147662

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Philip O'connor · CHICAGO, IL
Registration
CRD #5295252 · CHICAGO PARTNERS INVESTMENT GROUP LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

CHICAGO PARTNERS INVESTMENT GROUP LLC
Jan 2022 – present
CHICAGO PARTNERS INVESTMENT GROUP LLC
Jun 2017 – Dec 2021
CHICAGO, IL
WOODBURY FINANCIAL SERVICES, INC.
Oct 2007 – Jun 2017
OAK BROOK, IL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · October 16, 2007
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CHICAGO PARTNERS INVESTMENT GROUP LLC
CRD 147662 · SEC 801-69500
AUM
$4.6B
Regulatory assets under management
Employees
45
6,933 client accounts
Services offered by CHICAGO PARTNERS INVESTMENT GROUP LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at CHICAGO PARTNERS INVESTMENT GROUP LLC →
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05

Frequently Asked Questions

What services does Michael Philip O'connor offer?
Michael Philip O'connor specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Michael Philip O'connor's credentials?
Michael Philip O'connor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Philip O'connor located?
Michael Philip O'connor is based in CHICAGO, Illinois, working with CHICAGO PARTNERS INVESTMENT GROUP LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Michael Philip O'connor charge for services?
Michael Philip O'connor's firm is compensated through percentage of aum, subscription fees, other: roboadvisory offering. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHICAGO PARTNERS INVESTMENT GROUP LLC?
CHICAGO PARTNERS INVESTMENT GROUP LLC has approximately 45 employees and manages $4.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CHICAGO PARTNERS INVESTMENT GROUP LLC

Nicholas A Guido
CHICAGO, IL
CFP
James Gerard Hagedorn
CHICAGO, IL
Anthony Joseph Halpin
CHICAGO, IL

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