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Stephen Patrick O'hara

CLA FINANCIAL ADVISORS, LLC·NORTHBROOK, Illinois
Unclaimed Profile
1432 TECHNY ROAD, NORTHBROOK, IL 60062CRD# 1298282Firm CRD# 156438
01

About

Stephen Patrick O'hara is a registered financial advisor based in NORTHBROOK, Illinois, affiliated with CLA FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CLA FINANCIAL ADVISORS, LLC
CLA FINANCIAL ADVISORS, LLC
AUM
$155M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CLA FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 1298282
Firm CRD# 156438
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stephen Patrick O'hara offer?
Stephen Patrick O'hara specializes in Financial Planning, Investment Management. Contact their office in NORTHBROOK, Illinois for a consultation.
What are Stephen Patrick O'hara's credentials?
Stephen Patrick O'hara is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Patrick O'hara located?
Stephen Patrick O'hara is based in NORTHBROOK, Illinois, working with CLA FINANCIAL ADVISORS, LLC. Their office serves clients in the NORTHBROOK metropolitan area and surrounding communities.
How does Stephen Patrick O'hara charge for services?
Stephen Patrick O'hara's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLA FINANCIAL ADVISORS, LLC?
CLA FINANCIAL ADVISORS, LLC has approximately 5 employees and manages $155M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)EVANSTON (103)DOWNERS GROVE (83)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideEVANSTON GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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