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Timothy Joseph Oconnor

O'CONNOR FINANCIAL GROUP LLC·QUINCY, Illinois
Unclaimed Profile
511 MAINE STREET, QUINCY, IL 62301CRD# 2195907Firm CRD# 168636
01

About

Timothy Joseph Oconnor is a registered financial advisor based in QUINCY, Illinois, affiliated with O'CONNOR FINANCIAL GROUP 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
Nonprofits & Foundations
03

Firm Overview

Firm
O'CONNOR FINANCIAL GROUP LLC
O'CONNOR FINANCIAL GROUP LLC
AUM
$202M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at O'CONNOR FINANCIAL GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2195907
Firm CRD# 168636
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Timothy Joseph Oconnor offer?
Timothy Joseph Oconnor specializes in Financial Planning, Investment Management. Contact their office in QUINCY, Illinois for a consultation.
What are Timothy Joseph Oconnor's credentials?
Timothy Joseph Oconnor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Joseph Oconnor located?
Timothy Joseph Oconnor is based in QUINCY, Illinois, working with O'CONNOR FINANCIAL GROUP LLC. Their office serves clients in the QUINCY metropolitan area and surrounding communities.
How does Timothy Joseph Oconnor charge for services?
Timothy Joseph Oconnor's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is O'CONNOR FINANCIAL GROUP LLC?
O'CONNOR FINANCIAL GROUP LLC has approximately 6 employees and manages $202M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in QUINCY
Jackson Timothy O'connor — O'CONNOR FINANCIAL GROUP LLC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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