Timothy Joseph O'connor
Investment adviser representative at O'connor Financial Group LLC
27 yearsExperience
2 statesRegistered in
$275.3MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
27 years in the industry.
- O'connor Financial Group, LLCSep 2013 to now
- O'connor Wealth ManagementJul 1999 to now
- LPL Financial LLC (f/k/a Linsco Private Ledger)Mar 2000 to Oct 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
O'connor Financial Group LLC
$275.3MAssets managed
355Clients
4Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2195907
- Firm CRD
- 168636