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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tara? Claim Your ProfileTara Lynn O'Connor is an investment advisor representative associated with Nicolet Wealth Management in Stevens Point, Wisconsin. Tara is a licensed investment advisor in Wisconsin and has been working in the financial services industry for over a decade. Tara has a deep understanding of the financial markets and can help clients develop and implement financial plans to meet their specific goals. She specializes in helping clients with financial planning, portfolio management for individuals and businesses, and selection of other advisors. Tara is committed to providing her clients with personalized service and helping them achieve their financial objectives.
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.
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.
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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WI
07/01/2024 - Present
Nicolet Wealth Management (Stevens Point WI)
WI
01/23/2020 - 09/09/2020
WOODBURY FINANCIAL SERVICES, INC. (WISCONSIN RAPIDS WI)
WI
10/01/2012 - 03/21/2014
J.P. MORGAN SECURITIES LLC (STEVENS POINT WI)
WI
04/14/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (STEVENS POINT WI)
WI
12/02/2009 - 01/26/2010
MML INVESTORS SERVICES, INC. (MADISON WI)
IA
Issued 06/21/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/13/2019
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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