O'CONNELL INVESTMENT AND INSURANCE SERVICES, LLC

GO WEALTH MANAGEMENT
EUGENE, Oregon·1 registered advisor·CRD# 290254
SEC# 801-1235345541-338-7631
01

Firm Overview

AUM
$122M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at O'CONNELL INVESTMENT AND INSURANCE SERVICES, LLC

1 registered advisor
Gwendolyn Sue O'connell
EUGENE, Oregon
05

Office Locations

EUGENE, Oregon
1 advisor

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Data sourced from SEC Form ADV filings. O'CONNELL INVESTMENT AND INSURANCE SERVICES, LLC (CRD# 290254) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.