Sean Kyle O'connor
Investment adviser representative at Serenity Investment Advisors
10 yearsExperience
2 statesRegistered in
$513.6MFirm 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
- Pension consulting
Experience
10 years in the industry.
- Serenity Investment AdvisorsOct 2024 to now
- O'connor Wealth Planning LLCMar 2021 to Oct 2024
- Ameriprise Financial Services IncFeb 2018 to Feb 2021
- UnemployedOct 2017 to Feb 2018
- Citizens Community Federal BankJul 2016 to Sep 2017
- University of Wisconsin Eau ClaireJul 2016 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (IL, WI).
Serenity Investment Advisors
Legal name: Serenity Investment Advisors LLC
$513.6MAssets managed
434Clients
6Advisers
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
- 6908452
- Firm CRD
- 307924