Aimee Rose O'connor
Investment adviser representative at Marquette Associates, Inc.
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$47.1BFirm 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Marquette Associates, Inc.Jan 2019 to now
- Self-employedJan 2018 to Jan 2019
- Dimeo Schneider and AssociatesApr 2007 to Jan 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IL).
Marquette Associates, Inc.
$47.1BAssets managed
348Clients
4Advisers
29 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
- 4922579
- Firm CRD
- 21572