Gwendolyn Sue O'connell
Investment adviser representative at Go Wealth Management
24 yearsExperience
5 statesRegistered in
$208.4MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Go Wealth ManagementNov 2017 to now
- O'connell Investment & Insurance ServicesNov 2017 to now
- Go Fiduciary OutsourcingFeb 2014 to now
- O'connell PropertiesMay 2007 to now
- Gwen O'connell Pension Consultants IncOct 2002 to now
- Centaurus Financial IncOct 2012 to Oct 2017
- O'connell Insurance ServicesOct 2002 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 5 states (CA, NC, OR, TX, WA).
Go Wealth Management
Legal name: O'connell Investment and Insurance Services, LLC
$208.4MAssets managed
519Clients
9Advisers
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
- 4326521
- Firm CRD
- 290254