Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Suzanne O'Connor is a financial advisor with Northrock Partners, LLC, a firm headquartered in Minneapolis, Minnesota. Lori has over 20 years of experience in the financial services industry, specializing in financial planning, portfolio management, and consulting services. She is a Chartered Financial Analyst (CFA) and holds Series 7, Series 63, and SIE licenses. Lori has worked at various firms throughout her career, including Ameriprise Financial Services, Inc., IDS Life Insurance Company, Fidelity Brokerage Services LLC, and most recently, Purzhe Kaplan Sterling Investments.
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.
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.
Consulting
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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MN
06/30/2021 - Present
Northrock Partners, LLC (MINNEAPOLIS MN)
MN
10/17/2013 - 07/17/2015
PURSHE KAPLAN STERLING INVESTMENTS (MINNEAPOLIS MN)
MN
06/01/2005 - 10/24/2013
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
06/01/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
RI
03/10/2000 - 09/02/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 03/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2015
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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