Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian O'Connell is a financial advisor with over 23 years of experience in the financial services industry. Brian is a registered representative of Ameriprise Financial Services, LLC and holds licenses in several states. Brian is also an Investment Advisor Representative (IAR). Brian has a strong track record of providing personalized financial advice to individuals, families and businesses. He helps clients develop and implement financial plans that are designed to meet their individual needs. Brian's areas of expertise include retirement planning, investment management, and insurance planning. He is committed to providing his clients with the highest level of service and support.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
09/08/2008 - Present
Ameriprise Financial Services, LLC (Wheaton IL)
MN
02/22/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/11/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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