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Patrick John O Connell

SECURITY FINANCIAL SERVICES, INC.·FORT WAYNE, Indiana
Clean recordSECURITY FINANCIAL SERVICES, INC.
12726 COLDWATER ROAD, FORT WAYNE, IN 46845CRD# 4985255Firm CRD# 122050

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick John O Connell · FORT WAYNE, IN
Registration
CRD #4985255 · SECURITY FINANCIAL SERVICES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Patrick John O Connell is a registered financial advisor based in FORT WAYNE, Indiana, affiliated with SECURITY FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SECURITY FINANCIAL SERVICES, INC.
WEALTH ADVISORS GROUP
AUM
$996M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at SECURITY FINANCIAL SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4985255
Firm CRD# 122050
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patrick John O Connell offer?
Patrick John O Connell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT WAYNE, Indiana for a consultation.
What are Patrick John O Connell's credentials?
Patrick John O Connell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick John O Connell located?
Patrick John O Connell is based in FORT WAYNE, Indiana, working with SECURITY FINANCIAL SERVICES, INC.. Their office serves clients in the FORT WAYNE metropolitan area and surrounding communities.
How does Patrick John O Connell charge for services?
Patrick John O Connell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SECURITY FINANCIAL SERVICES, INC.?
SECURITY FINANCIAL SERVICES, INC. has approximately 13 employees and manages $996M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SECURITY FINANCIAL SERVICES, INC.

Christopher Allan Slyby
FORT WAYNE, IN
Alex Joseph Budzon
FORT WAYNE, IN
Floyd William Griffin
FORT WAYNE, IN
Joseph Dewald
FORT WAYNE, IN
Mark David Vanderhagen
FORT WAYNE, IN

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Research
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