AdvisorOS Directory
Claim Profile
Unclaimed Profile
GO

Gwendolyn Sue O'connell

O'CONNELL INVESTMENT AND INSURANCE SERVICES, LLC·EUGENE, Oregon
Clean recordO'CONNELL INVESTMENT AND INSURANCE SERVICES, LLC
4710 VILLAGE PLAZE LOOP, EUGENE, OR 97401CRD# 4326521Firm CRD# 290254

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gwendolyn Sue O'connell · EUGENE, OR
Registration
CRD #4326521 · O'CONNELL INVESTMENT AND INSURANCE SERVICES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Gwendolyn Sue O'connell is a registered financial advisor based in EUGENE, Oregon, affiliated with O'CONNELL INVESTMENT AND INSURANCE SERVICES, 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
Introduction

Speak with Gwendolyn

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Gwendolyn is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
O'CONNELL INVESTMENT AND INSURANCE SERVICES, LLC
GO WEALTH MANAGEMENT
AUM
$122M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at O'CONNELL INVESTMENT AND INSURANCE SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4326521
Firm CRD# 290254
View on FINRA BrokerCheck →

Looking for a financial advisor in EUGENE?

Browse all registered financial advisors in EUGENE, Oregon or claim this profile if it's yours.

Browse EUGENE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Gwendolyn Sue O'connell offer?
Gwendolyn Sue O'connell specializes in Financial Planning, Investment Management. Contact their office in EUGENE, Oregon for a consultation.
What are Gwendolyn Sue O'connell's credentials?
Gwendolyn Sue O'connell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gwendolyn Sue O'connell located?
Gwendolyn Sue O'connell is based in EUGENE, Oregon, working with O'CONNELL INVESTMENT AND INSURANCE SERVICES, LLC. Their office serves clients in the EUGENE metropolitan area and surrounding communities.
How does Gwendolyn Sue O'connell charge for services?
Gwendolyn Sue 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 O'CONNELL INVESTMENT AND INSURANCE SERVICES, LLC?
O'CONNELL INVESTMENT AND INSURANCE SERVICES, LLC has approximately 7 employees and manages $122M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in EUGENE, Oregon

Andrew Glenn College
ROEHL & YI INVESTMENT ADVISORS, LLC·EUGENE, OR
Scott Leland Pope
SUSTAINABLE WEALTH MANAGEMENT LLC·EUGENE, OR
Derek Edward Schloss
COLLAB+CURRENCY MANAGEMENT, LLC·EUGENE, OR
Sarah Ryan Mellgren
ROEHL & YI INVESTMENT ADVISORS, LLC·EUGENE, OR
Zachary Frederick Rosenblatt
COLLAB+CURRENCY MANAGEMENT, LLC·EUGENE, OR
Colin Hudson Cassedy
COLLAB+CURRENCY MANAGEMENT, LLC·EUGENE, OR

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)SALEM (35)BEAVERTON (27)MEDFORD (25)CLACKAMAS (15)GRANTS PASS (11)JACKSONVILLE (11)WEST LINN (11)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
Request removal of this profile