Lori Suzanne O'connor
Investment adviser representative at Northrock Partners, LLC
13 yearsExperience
1 stateRegistered in
CFADesignation
$12.2BFirm assets
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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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Northrock Partners, LLCOct 2013 to now
- Purshe Kaplan Sterling InvestmentsOct 2013 to Dec 2016
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 1 state (MN).
Northrock Partners, LLC
$12.2BAssets managed
4,811Clients
92Advisers
13 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
- 4136080
- Firm CRD
- 167908